GFS PRIVATE WEALTH, LLC
Legal name: GFS PRIVATE WEALTH
CRD #164467 SEC #801-76912 CLEARWATER, FL 727-614-4333
SEC Registered
Total AUM
$356.3M
Discretionary
$355.9M
Employees
8
Clients
0
Accounts
81
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NESBIT, SANDRA, LEE | I | MANAGER | NA | Control |
| NESBIT, SANDRA, LEE | I | MANAGER | NA | Control |
| Nelson II, William, Alan | I | CCO | NA | Control |
| Nelson II, William, Alan | I | CCO | NA | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | NA | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | NA | Control |
| MERCER ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| WILLSEY, GLEN, PARKER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NESBIT, SANDRA, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
| WILLSEY, GREG, ALAN | I | MANAGER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LOVELL MINNICK EQUITY PARTNERS III | DE | MERCER ADVISORS INC. | F | |
| LOVELL MINNICK EQUITY PARTNERS III | DE | MERCER ADVISORS INC. | F | |
| GENSTAR CAPITAL | DE | MERCER ADVISORS INC. | E | |
| GENSTAR CAPITAL | DE | MERCER ADVISORS INC. | E |
Registrations
Federal
IA
Mar 27, 2018 REGISTERED
Notice Filings (20)
AL AZ CA CO FL GA IL MI NC NE NH NJ NY OH OK OR TX UT VA WA
Address
2475 ENTERPRISE ROADCLEARWATER, FL 33763-1100
United States
Phone: 727-614-4333