Investment adviser · CRD 110031

GFP PRIVATE WEALTH

Investment adviser filing (IA)

GRIES FINANCIAL LLC

CLEVELAND, OH, United States · Form ADV filed Aug 14, 2025

Regulatory AUM: $1.35B
Client accounts: 1,658
Employees: 30
Advisory professionals: 18

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	264	$1,115,522,253	82.8%
Individuals	429	$103,520,523	7.7%
Charities	10	$54,983,925	4.1%
Retirement plans	3	$47,359,778	3.5%
Corporations & businesses	21	$26,525,170	2.0%

Filing source

Form ADV 2009607 · Aug 14, 2025 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALTALPHA VINTAGE, L.P.Private Equity Fund · Last reported Aug 14, 2025$12.3MGross asset value

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States

Custodian SEI INVESTMENTS DISTRIBUTION CO. OAKS, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

SEI INVESTMENTS DISTRIBUTION CO.
SEC 8-27897

Fund details & source

Fund ID: 805-5749926330
Reported beneficial owners: 50
Minimum commitment: $100K
Form D file number: 021-511962

Form ADV 2009607 · Aug 14, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 14, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

1300 EAST NINTH STREET, SUITE 1900
CLEVELAND, OH, 44114, United States

CRD 110031

Filing source

Form ADV 2009607 · Aug 14, 2025 · 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.