GRIES FINANCIAL LLC
Legal name: GFP PRIVATE WEALTH
CRD #110031 SEC #801-56552 CLEVELAND, OH 833-309-9900
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
30
Clients
101
Accounts
1,658
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $1.3B | $0 | 30 | 0 |
| Jul 2025 | $1.3B | $1.3B | $0 | 30 | 0 |
| May 2025 | $1.3B | $1.3B | $0 | 30 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 30 | 0 |
| Dec 2024 | $1.3B | $1.3B | $0 | 30 | 0 |
| Jul 2024 | $1.3B | $1.3B | $0 | 30 | 0 |
| Jun 2024 | $1.3B | $1.3B | $0 | 30 | 0 |
| Jun 2024 | $1.3B | $1.3B | $0 | 30 | 0 |
| May 2024 | $1.2B | $1.2B | $0 | 27 | 0 |
| May 2024 | $1.2B | $1.2B | $0 | 27 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 27 | 0 |
| Mar 2024 | $974.7M | $971M | $3.7M | 20 | 0 |
| May 2023 | $974.7M | $971M | $3.7M | 20 | 0 |
| Mar 2023 | $974.7M | $971M | $3.7M | 20 | 0 |
| Jan 2023 | $963.1M | $963.1M | $0 | 20 | 0 |
| Mar 2022 | $963.1M | $963.1M | $0 | 20 | 0 |
| Oct 2021 | $742.6M | $742.6M | $0 | 20 | 414 |
| Apr 2021 | $742.6M | $742.6M | $0 | 20 | 414 |
| Sep 2020 | $623.9M | $623.9M | $0 | 20 | 357 |
| Jun 2020 | $623.9M | $623.9M | $0 | 20 | 357 |
| Apr 2020 | $623.9M | $623.9M | $0 | 20 | 357 |
| Oct 2019 | $545.6M | $545.6M | $0 | 21 | 0 |
| Oct 2019 | $545.6M | $545.6M | $0 | 21 | 0 |
| Sep 2019 | $545.6M | $545.6M | $0 | 21 | 0 |
| Aug 2019 | $545.6M | $545.6M | $0 | 21 | 0 |
| Mar 2019 | $545.6M | $545.6M | $0 | 21 | 0 |
| Mar 2018 | $871.2M | $790.1M | $81.1M | 19 | 10 |
| Jun 2017 | $824.2M | $752.6M | $71.6M | 17 | 300 |
| Mar 2017 | $824.2M | $752.6M | $71.6M | 17 | 300 |
| Apr 2016 | $809.4M | $733.8M | $75.6M | 15 | 300 |
| Mar 2016 | $809.4M | $733.8M | $75.6M | 15 | 300 |
| Apr 2015 | $693.8M | $635.2M | $58.6M | 15 | 300 |
| Apr 2015 | $693.8M | $635.2M | $58.6M | 15 | 300 |
| Mar 2014 | $648.8M | $605.2M | $43.6M | 15 | 200 |
| Mar 2014 | $557M | $520.3M | $36.6M | 14 | 200 |
| Mar 2014 | $557M | $520.3M | $36.6M | 14 | 200 |
| Apr 2013 | $557M | $520.3M | $36.6M | 14 | 200 |
| Mar 2013 | $557M | $520.3M | $36.6M | 14 | 200 |
| Aug 2012 | $485.1M | $485.1M | $0 | 11 | 200 |
| Mar 2012 | $485.1M | $485.1M | $0 | 11 | 200 |
| Mar 2011 | $510.7M | $465.7M | $45M | -- | -- |
| Jun 2010 | $480.4M | $361.9M | $118.5M | -- | -- |
| Mar 2010 | $480.4M | $361.9M | $118.5M | -- | -- |
| Mar 2009 | $268.8M | $264M | $4.7M | -- | -- |
| May 2007 | $338.5M | $322.9M | $15.6M | -- | -- |
| Mar 2004 | $312.7M | $307.4M | $5.3M | -- | -- |
| Mar 2002 | $314.8M | $310.9M | $3.9M | -- | -- |
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateDec 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateJul 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees27
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$974.7M
Discretionary$971M
Non-Disc.$3.7M
Employees20
Clients0
DateMay 2023
Total AUM$974.7M
Discretionary$971M
Non-Disc.$3.7M
Employees20
Clients0
DateMar 2023
Total AUM$974.7M
Discretionary$971M
Non-Disc.$3.7M
Employees20
Clients0
DateJan 2023
Total AUM$963.1M
Discretionary$963.1M
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$963.1M
Discretionary$963.1M
Non-Disc.$0
Employees20
Clients0
DateOct 2021
Total AUM$742.6M
Discretionary$742.6M
Non-Disc.$0
Employees20
Clients414
DateApr 2021
Total AUM$742.6M
Discretionary$742.6M
Non-Disc.$0
Employees20
Clients414
DateSep 2020
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees20
Clients357
DateJun 2020
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees20
Clients357
DateApr 2020
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees20
Clients357
DateOct 2019
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees21
Clients0
DateOct 2019
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees21
Clients0
DateSep 2019
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2018
Total AUM$871.2M
Discretionary$790.1M
Non-Disc.$81.1M
Employees19
Clients10
DateJun 2017
Total AUM$824.2M
Discretionary$752.6M
Non-Disc.$71.6M
Employees17
Clients300
DateMar 2017
Total AUM$824.2M
Discretionary$752.6M
Non-Disc.$71.6M
Employees17
Clients300
DateApr 2016
Total AUM$809.4M
Discretionary$733.8M
Non-Disc.$75.6M
Employees15
Clients300
DateMar 2016
Total AUM$809.4M
Discretionary$733.8M
Non-Disc.$75.6M
Employees15
Clients300
DateApr 2015
Total AUM$693.8M
Discretionary$635.2M
Non-Disc.$58.6M
Employees15
Clients300
DateApr 2015
Total AUM$693.8M
Discretionary$635.2M
Non-Disc.$58.6M
Employees15
Clients300
DateMar 2014
Total AUM$648.8M
Discretionary$605.2M
Non-Disc.$43.6M
Employees15
Clients200
DateMar 2014
Total AUM$557M
Discretionary$520.3M
Non-Disc.$36.6M
Employees14
Clients200
DateMar 2014
Total AUM$557M
Discretionary$520.3M
Non-Disc.$36.6M
Employees14
Clients200
DateApr 2013
Total AUM$557M
Discretionary$520.3M
Non-Disc.$36.6M
Employees14
Clients200
DateMar 2013
Total AUM$557M
Discretionary$520.3M
Non-Disc.$36.6M
Employees14
Clients200
DateAug 2012
Total AUM$485.1M
Discretionary$485.1M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$485.1M
Discretionary$485.1M
Non-Disc.$0
Employees11
Clients200
DateMar 2011
Total AUM$510.7M
Discretionary$465.7M
Non-Disc.$45M
Employees--
Clients--
DateJun 2010
Total AUM$480.4M
Discretionary$361.9M
Non-Disc.$118.5M
Employees--
Clients--
DateMar 2010
Total AUM$480.4M
Discretionary$361.9M
Non-Disc.$118.5M
Employees--
Clients--
DateMar 2009
Total AUM$268.8M
Discretionary$264M
Non-Disc.$4.7M
Employees--
Clients--
DateMay 2007
Total AUM$338.5M
Discretionary$322.9M
Non-Disc.$15.6M
Employees--
Clients--
DateMar 2004
Total AUM$312.7M
Discretionary$307.4M
Non-Disc.$5.3M
Employees--
Clients--
DateMar 2002
Total AUM$314.8M
Discretionary$310.9M
Non-Disc.$3.9M
Employees--
Clients--