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GM Wealth Group Logo
GM Wealth Group Growth Score
40
CB Rank
358873
Heat Score
70
GM Wealth Group provides wealth management, retirement, tax, estate, and financial planning services.
Founded
obfuscation
Private Dallas, Texas, United States1-10 www.gmwealthllc.com
Financial Services
Retirement
Risk Management
Overview

GM Wealth Group
Growth Score
40
Heat Score
70

Growth Score40
-8 pts
in past quarter
Heat Score 70
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About GM Wealth Group

CB Rank
358873
GM Wealth Group provides wealth management, retirement, tax, estate, and financial planning services.
Founded
obfuscation
Private Dallas, Texas, United States1-10 www.gmwealthllc.com
Financial Services
Retirement
Risk Management

Key People

  • Photo of Carolyn E. Martin
    Carolyn E. Martin: Co-founder and Managing Partner
    Past Role: Wells Fargo Advisors, Assistant Vice President
  • Photo of Stephanie Groschup
    Stephanie Groschup: Co-founder and Managing Partner
    Past Role: Wells Fargo Advisors, Vice President-Investments

Details

Legal Name GM Wealth Group, LLC
Operating Status Active
Company Type For Profit
Founders  Carolyn E. Martin, Stephanie Groschup
Phone Number 1 (214) 382-4433
Contact Email info@gmwealthllc.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
GM Wealth Group offers wealth management services to help clients manage their financial assets and investments.
Retirement Planning
The company provides retirement planning services, including strategies for maximizing retirement income and managing retirement accounts.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$68.1KThis year, GM Wealth Group is projected to spend $68.1K on IT, according to Aberdeen.

Active Website Tech Count

10GM Wealth Group is actively using 10 technologies for its website, according to BuiltWith. These include SPF, U.S. Server Location, and  Amazon.
Sub-Organizations
Frequently Asked Questions

Where is GM Wealth Group's headquarters? GM Wealth Group is located in Dallas, Texas, United States.Who are GM Wealth Group's competitors? Alternatives and possible competitors to GM Wealth Group may include Cerity Partners, LPL Financial, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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