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GFP PRIVATE WEALTH

CLEVELAND, OH · CRD 110031 · IAPD ↗ · 833-309-9900

$1.35BRegulatory AUM
18Advisory reps
30Employees
0Clients
101-250Planning clients
7Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — GFP PRIVATE WEALTH (CLEVELAND, OH) left the SEC roster (was $1.35B RAUM, 18 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
December 2025 — GFP PRIVATE WEALTH notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — GFP PRIVATE WEALTH notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — GFP PRIVATE WEALTH notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — GRIES FINANCIAL PARTNERS is now doing business as GFP PRIVATE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
January 2025 — GRIES FINANCIAL PARTNERS added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
77
January 2025 — GRIES FINANCIAL PARTNERS grew from 10 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
July 2024 — GRIES FINANCIAL PARTNERS notice-filed in PA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2024 — GRIES FINANCIAL PARTNERS shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
July 2024 — GRIES FINANCIAL PARTNERS added office(s): 1 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
July 2024 — GRIES FINANCIAL LLC is now doing business as GRIES FINANCIAL PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2024 — GRIES FINANCIAL LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — GRIES FINANCIAL LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — GRIES FINANCIAL LLC now reports custody of client assets ($95.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2024 — GRIES FINANCIAL LLC crossed $1B in regulatory AUM ($974.7M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.