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GTG Wealth Management
GTG Wealth Management, LLC is a state-registered investment adviser in Elm Grove, WI. It has 2 employees and 2 investment advisers. The firm is based in...
GTG Wealth Management
GTG Wealth Management, LLC is a state-registered investment adviser in Elm Grove, WI. It has 2 employees and 2 investment advisers. The firm is based in Wisconsin.
General information
Firm type
Asset Manager
Year founded
2004
Location
Region
North America
Country
United States
City
Elm Grove
Corporate office
New York, NY, United States
Principals
Michael Gitlin
Chief Executive Officer
Frequently asked questions
Does GTG Wealth Management disclose its assets under management?
No. The firm does not publish an AUM figure on its website, in regulatory filings that are publicly surfaced, or through financial media. For a boutique RIA of this profile, AUM non-disclosure often reflects a deliberate choice to avoid the asset-gathering marketing cycle and focus on a stable base of legacy clients.
Is GTG Wealth Management a fiduciary?
Yes. As a registered investment advisory firm, GTG is bound by the Investment Advisers Act of 1940 to act as a fiduciary to its clients, meaning it must place client interests first in all advisory interactions. This is a legal distinction that separates RIAs from broker-dealers operating under the weaker suitability standard.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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