Richard Todd Will
Investment adviser representative at Gc Wealth Management Ria, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$5.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Gc Wealth Management Ria, LLCSep 2023 to now
- First Republic Investment Management, Inc.Feb 2019 to Sep 2023
- First WesternFeb 2014 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (NY, TX, WY).
Gc Wealth Management Ria, LLC
$5.8BAssets managed
247Clients
35Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5745532
- Firm CRD
- 327269