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GPS FINANCIAL, LLC

PITTSFORD, NY · CRD 290227 · IAPD ↗ · gpsfinancialadvisors.com · 585-598-9111

$77.3MRegulatory AUM
1Advisory reps
2Employees
8Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — GPS FINANCIAL, LLC reported RAUM up 34% ($57.8M -> $77.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — GPS FINANCIAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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