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GGM FINANCIAL LLC

COLUMBUS, OH · CRD 327008 · IAPD ↗ · 614-310-2400

$513.0MRegulatory AUM
6Advisory reps
11Employees
7Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — GGM FINANCIAL LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2026 — GGM FINANCIAL LLC crossed $500M in regulatory AUM ($425.7M -> $513.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
January 2026 — GGM 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.