Investment adviser · CRD 147592

WEALTHSPIRE ADVISORS

Investment adviser filing (IA)

GM ADVISORY GROUP, LLC

MELVILLE, NY, United States · Form ADV filed Mar 29, 2026

Regulatory AUM: $4.36B
Client accounts: 835
Employees: 46
Advisory professionals: 21

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	477	$4,177,670,888	95.8%
Individuals	314	$87,840,125	2.0%
Retirement plans	27	$65,874,458	1.5%
Corporations & businesses	8	$15,803,064	0.4%
Charities	9	$15,248,732	0.3%

Filing source

Form ADV 2083172 · Mar 29, 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

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.

GMAG DIVERSIFIED OPPORTUNITY FUND, LPHedge Fund · Last reported Jul 3, 2023$4.53MGross asset value

Form D fundraising filings

GMAG Diversified Opportunity Fund, L.P.

Fund administrator EISNERAMPER FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRIEDMAN LLP NEW YORK, New York, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States

Provider details

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

FRIEDMAN LLP
PCAOB 711

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Fund details & source

Fund ID: 805-6832129655
Reported beneficial owners: 61
Minimum commitment: $250K
Form D file number: 021-143508

Form ADV 1772934 · Jul 3, 2023 · 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: Mar 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

400 BROADHOLLOW ROAD, SUITE 301
MELVILLE, NY, 11747, United States

CRD 147592

Filing source

Form ADV 2083172 · Mar 29, 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.