Investment adviser · CRD 285679
GANIM PRIVATE WEALTH
Investment adviser filing (IA)
GFS WEALTH MANAGEMENT ADVISORS, INC.
SHELTON, CT, United States · Form ADV filed Apr 15, 2026
- Regulatory AUM
- $239M Form ADV · Item 5.F
- Client accounts
- 22 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $188,000,000 | 78.8% |
| High-net-worth individuals | Fewer than 5 | $49,480,965 | 20.7% |
| Individuals | 48 | $1,158,057 | 0.5% |
Filing source
Form ADV 2079112 · Apr 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2 ENTERPRISE DRIVE, SUITE 305SHELTON, CT, 06484, United States
CRD 285679
Filing source
Form ADV 2079112 · Apr 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.