GOYETTE FINANCIAL PLANNING, INC
Legal name: GFP WEALTH MANAGEMENT
CRD #133566 SEC #801-127509 THOUSAND OAKS, CA 805-494-8181
SEC Registered
Total AUM
$168.4M
Discretionary
$168.4M
Employees
1
Clients
26
Accounts
190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $168.4M | $168.4M | $0 | 1 | 3 |
| Aug 2024 | $146.8M | $146.8M | $0 | 1 | 4 |
| Feb 2024 | $146.8M | $146.8M | $0 | 1 | 4 |
| Feb 2023 | $127.1M | $127.1M | $0 | 1 | 48 |
DateFeb 2025
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees1
Clients3
DateAug 2024
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees1
Clients4
DateFeb 2024
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees1
Clients4
DateFeb 2023
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees1
Clients48