GM Wealth Group LLC

www.gmwealthllc.com

Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client’s distinct financial situation. GM Wealth Group’s client base is broad – corporate executives, business owners, retirees and high net worth individuals – but has a common purpose: to find a trusted adviser that will listen before they talk. *Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Adviser. GM Wealth Group, LLC is not a registered entity or a subsidiary or control affiliate of MACC or MAFM. Neither MACC, MAFM, nor GM Wealth Group, LLC provide tax or legal advice. Posted comments may not be those of MACC, MAFM, or GM Wealth Group, LLC. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. MAFM and GM Wealth Group, LLC do not solicit investment advisory endorsements via wall comments or the "like" function.

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Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client’s distinct financial situation. GM Wealth Group’s client base is broad – corporate executives, business owners, retirees and high net worth individuals – but has a common purpose: to find a trusted adviser that will listen before they talk. *Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Adviser. GM Wealth Group, LLC is not a registered entity or a subsidiary or control affiliate of MACC or MAFM. Neither MACC, MAFM, nor GM Wealth Group, LLC provide tax or legal advice. Posted comments may not be those of MACC, MAFM, or GM Wealth Group, LLC. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. MAFM and GM Wealth Group, LLC do not solicit investment advisory endorsements via wall comments or the "like" function.

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

1-10

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Founded

2010

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President Client Relations

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

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