Fee-OnlyFinder

Ganim Private Wealth

Financial planning in Shelton, CT

SEC registeredNo commissions reported

Call (203) 335-0851Send a messageMap ↗

Public-record details

Address
2 Enterprise Drive, Suite 305, Shelton, CT 06484
Phone
(203) 335-0851
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Gfs Wealth Management Advisors, INC.
CRD number
285679
Registration
SEC registered since 2021-04-23
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$238.6 million
Accounts managed
22
Clients reported (Form ADV 5.D)
50
Individual / high-net-worth clients
48 / 2
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-15

SEC registered investment adviser, CRD 285679, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Shelton

Bridgelight Financial Advisors, INC1 Enterprise Drive, Suite 405 · Shelton, CT 06484 · (203) 795-7080 · Financial planningCRD 139518 · % of assets, Hourly charges · $150.8 million AUMSEC registeredNo commissions reportedConstitution Investment Advisory and Portfolio Management2 Trap Falls Road, Suite 504 · Shelton, CT 06484 · (475) 269-3200 · Financial planningCRD 310378 · % of assets · $241.3 million AUMSEC registeredNo commissions reportedCooper Financial Services, INC.1000 Bridgeport Avenue, Suite 308 · Shelton, CT 06484 · (203) 248-1972 · Financial planningCRD 104671 · % of assets · $184.1 million AUMSEC registeredNo commissions reportedFortress Financial Management4 Research Drive Suite 402 · Shelton, CT 06484 · (203) 912-1657 · Financial planningCRD 340068 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedInnovative Asset Advisors Group1 Enterprise Drive, Suite 425 · Shelton, CT 06484 · (203) 444-3599 · Financial planningCRD 336773 · % of assets, Hourly charges, Fixed fees · $297.9 million AUMSEC registeredNo commissions reportedInvestmark Advisory Group LLC3 Enterprise Drive, Fourth Floor · Shelton, CT 06484 · (203) 953-3777 · Financial planningCRD 121060 · % of assets, Hourly charges, Fixed fees · $929.7 million AUMSEC registeredNo commissions reportedMyfinancialpro, LLC4 Research Drive, Suite 402 · Shelton, CT 06484 · (203) 922-1192 · Financial planningCRD 136724 · % of assets, Hourly charges · $58.4 million AUMState registeredNo commissions reportedProcyon1 Corporate Drive, Suite 225 · Shelton, CT 06484 · (475) 232-2704 · Financial planningCRD 288239 · % of assets, Hourly charges, Fixed fees · $9.2 billion AUMSEC registeredNo commissions reported

All 12 in Shelton →