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GFP WEALTH MANAGEMENT

THOUSAND OAKS, CA · CRD 133566 · IAPD ↗ · goyettefinancial.com · 805-494-8181

$196.7MRegulatory AUM
1Advisory reps
1Employees
4Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — GFP WEALTH MANAGEMENT (THOUSAND OAKS, CA) left the SEC roster (was $196.7M RAUM, 1 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
58
March 2026 — GFP WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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