Gramercy Park Wealth Advisors

What Gramercy Park Wealth Advisors does

Gramercy Park Wealth Advisors, LLC (GPWA) is a privately held, dually registered broker-dealer and investment advisor firm headquartered at 2400 Barton Avenue in Nashville, Tennessee, founded in 2014. The firm provides advice across investments, retirement planning, estate planning, insurance, tax strategy, and general financial guidance for individual clients across four persona segments: young professionals, entrepreneurs, growing families, and retirees. It markets itself as an independent advisor free of proprietary product ties, with stated collective advisor experience of more than 40 years in estate planning. The firm is a member of FINRA and SIPC.

The firm's core offering is fee-based advisory and brokerage services delivered through consultative, relationship-led engagements, supported by a content-driven top-of-funnel marketing layer (educational articles, videos, and interactive financial calculators hosted via the FMG Suite platform) and an Aqumulate-served client login portal for existing-client account access. No mobile app, API, or proprietary technology platform is disclosed; the technology footprint is entirely composed of third-party SaaS tools. Revenue is generated on a recurring, fee-based model typical of dually registered advisory firms, with no public pricing schedule and contact-based onboarding.

Operating with a 1-10 employee headcount from a single Nashville location, GPWA serves a regional Southeast U.S. client base and explicitly restricts service to clients within the United States. The firm has no disclosed parent company, outside investors, subsidiaries, M&A activity, or funding rounds, and operates as an independent LLC without public valuation or ownership markers.

Name

Gramercy Park Wealth Advisors

Legal name

Gramercy Park Wealth Advisors, LLC

Website

https://gpwealthadvisors.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Gramercy Park Wealth Advisors is a privately held, dually registered broker-dealer and investment advisor in Nashville, TN, providing fee-based financial planning, investment management, retirement, estate, insurance, and tax advice to individuals across life stages.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industry

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Financial planning services
• Investment management
• Retirement planning
• Estate planning
• Tax planning strategies

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Advisory and Brokerage Services: Fee-based wealth advisory and brokerage services for investments, retirement planning, estate planning, insurance, and tax strategies. Operates as a dually registered broker-dealer and investment advisor firm.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Gramercy Park Wealth Advisors provides fee-based wealth advisory and brokerage services for individual clients, covering investment management, retirement planning, estate planning, insurance strategy, tax planning, and ongoing financial guidance. The firm operates as a dually registered broker-dealer and investment advisor, recommending strategies tailored to client needs rather than proprietary products.

Product overview

Gramercy Park Wealth Advisors, LLC (GPWA) is a dually registered broker-dealer and investment advisor offering a comprehensive suite of financial planning services. The core offering consists of financial planning services that encompass investment management, retirement planning, estate planning, insurance services, tax planning, and money management for individuals including young professionals, entrepreneurs, growing families, and retirees. The firm operates with an independent, non-proprietary approach, free from ties to single financial companies. Supporting the core services are educational tools including calculators, videos, and articles covering topics such as retirement accounts, Social Security optimization, estate strategies, and tax planning. The firm is registered with FINRA and SEC, and provides personalized advisory services delivered through knowledgeable advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Comprehensive financial planning offering for individuals, including investment management, retirement planning, estate planning, insurance strategy, tax planning, and money management. Designed for young professionals, entrepreneurs, growing families, and retirees seeking consolidated wealth advice.
• Investment Management Data-driven investment management services designed to help clients avoid pitfalls, covering market behavior, asset allocation, and portfolio management. Includes educational videos and resources to support investor understanding.
• Retirement Planning Retirement strategy development helping clients build and manage retirement accounts including 401(k), IRA, Roth IRA, and Social Security optimization across the accumulation and decumulation phases.
• Estate Planning Estate planning services leveraging more than 40 years of collective advisor experience to help secure clients' legacies, including wills, trusts, and charitable giving strategies for multi-generational wealth transfer.
• Insurance Services Insurance strategy development including life insurance, long-term care, disability insurance, and homeowners coverage analysis, with recommendations limited to what each client actually needs.
• Tax Planning Tax planning strategies including income tax optimization, capital gains management, Roth conversions, and tax-advantaged account strategies coordinated with the client's overall financial plan.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core regulatory membership.

• FINRAcore regulatory membershipOthersMember of the Financial Industry Regulatory Authority (FINRA), a self-regulatory organization for brokerage firms and exchange markets. Provides investor protection and market integrity services.
• SIPCcore regulatory membershipOthersMember of Securities Investor Protection Corporation (SIPC), which provides protection for customers of member brokerage firms in case of firm failure.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Carson Group: Independent wealth management firm and broker-dealer serving advisors and their clients with financial planning, investment, and practice-management resources—comparable to GPWA as a dually registered advisory and broker-dealer targeting individuals across life stages.
• Wescott Financial Advisory Group: Independent fee-only RIA offering financial planning, investment management, and tax services to individuals and families—comparable in independent fiduciary positioning and mass-affluent to affluent client focus, though larger in scale.
• Ronald Blue Trust: National Christian-focused wealth advisory firm offering financial planning, investment management, estate, and tax services to individuals and families—comparable independent advisory model serving mass-affluent through high-net-worth clients with a life-stage segmentation approach.
• Mariner Wealth Advisors: Independent national wealth advisory firm providing financial planning, investment management, tax, estate, and retirement services to individuals, families, and institutions—closely aligned with GPWA's holistic life-stage advisory offering.
• Creative Planning: Large independent RIA and wealth management firm offering comprehensive financial planning, investment management, retirement, estate, and tax planning to individuals across life stages—directly comparable to GPWA's full-service independent advisory model, though at substantially greater scale.
• Sequoia Financial Group: Independent wealth advisory firm providing comprehensive financial planning, investment management, tax, and estate services—comparable mid-market peer with similar holistic service offering and life-stage segmentation.

Broad incumbents

• Cambridge Investment Research: Independent broker-dealer and RIA supporting a large network of financial advisors—directly comparable regulatory and business model profile (dually registered independent advisor) though operating at scale through a network rather than a single local office.
• Edelman Financial Engines: Large national RIA offering financial planning, investment management, and retirement services to individuals and families—comparable in target customer (mass-affluent to affluent individuals) but operates at vastly greater scale with proprietary planning tools.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting RIAs and advisors offering investment, retirement, and planning services to mass-affluent and affluent individuals—broadly comparable as a dually registered independent advisory platform.
• Cetera Financial Group: Large broker-dealer and RIA network supporting thousands of independent financial professionals—comparable to GPWA in service scope (investment, retirement, estate, insurance) but at vastly greater scale and with a multi-firm structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/GPWAFinancial
• LinkedInlinkedin.com/company/gramercy-park-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gramercy Park Wealth Advisors