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GGM WEALTH ADVISORS

BALTIMORE, MD · CRD 111509 · IAPD ↗ · ggmwealthadvisors.com · 410-685-9685

$446.8MRegulatory AUM
6Advisory reps
7Employees
10Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — GGM WEALTH ADVISORS (BALTIMORE, MD) left the SEC roster (was $446.8M RAUM, 6 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
28
March 2025 — GGM WEALTH ADVISORS changed its website from gma-cpa.com to ggmwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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