Single Family OfficeRIA · CRD 138109SEC-Registered

Updated:

Gustafsson Wealth Management

GUSTAFSSON WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm manages $10 million...

Gustafsson Wealth Management

GUSTAFSSON WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm manages $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Principals

Eric Gustafsson

Principal

Frequently asked questions

Why is there no public information available about Gustafsson Wealth Management?

Single-family offices in the US that do not serve outside clients are typically exempt from SEC registration and have no obligation to maintain a public disclosure profile. The complete absence of a website, LinkedIn presence, or regulatory filings suggests the family has chosen to operate entirely privately, accessing investments through banking relationships and managed accounts rather than any outward-facing platform. This posture is consistent with a first-generation wealth creator or a family that separates its investment entity from any operating business identity.

What investment strategy does Gustafsson Wealth Management likely pursue?

Without direct disclosure, the strategy can only be inferred. Most single-family offices of this profile allocate across a core of public equities and fixed income, supplemented by private fund commitments accessed through private bank or wealth management platforms rather than direct GP relationships. The lack of any attributable venture capital, private equity, or real estate deal announcements strongly suggests a liquid, intermediated portfolio rather than a direct-investment program that would leave a transactional paper trail.

Is Gustafsson Wealth Management structured as a single-family office?

The corporate name — Gustafsson Wealth Management, Inc. — and the complete absence of any public-facing client acquisition activity are consistent with a single-family office structure. Multi-family offices and RIAs almost invariably maintain at minimum a basic website, a LinkedIn profile, or a Form ADV filing. The absence of all three indicates the entity serves exclusively the Gustafsson family and does not solicit or manage outside capital.

Who manages the investment decisions at Gustafsson Wealth Management?

Eric Gustafsson is the named principal. In single-family offices of this size and posture, the principal typically serves as both chief investment officer and primary decision-maker, often supported by a small internal team or outsourced CIO services through a private bank. No other named professionals or investment committee members have been identified in public records.

Does Gustafsson Wealth Management have any known philanthropic or foundation entities?

No philanthropic foundation, donor-advised fund, or charitable trust publicly linked to the Gustafsson family name has been identified. Many family offices separate their philanthropic activity under a distinct foundation name, but the complete absence of any related entity in IRS filings or foundation directories suggests either a preference for anonymous giving or a family that has not yet formalized its philanthropic structures.

Profile maintained by 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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