About GGM Wealth Advisors
GGM Wealth Advisors is a Financial Services company based in Baltimore (United States) founded in 2008, and was acquired by Waverly Advisors in March 2025. Wealth management firm. Its chief executive, as recorded, is Jeffrey Johnson. Its focus areas include Asset Management and Wealth Management. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
GGM Wealth Advisors wealth management firm through offering financial products and advice, managing assets, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Baltimore, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ggmwealthadvisors.com
- Social LinkedIn X Facebook
- Acquired by Waverly Advisors (Mar 2025)
- Investors
- Acquired byWaverly Advisors
(Mar 2025)
Investors in GGM Wealth Advisors
GGM Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Waverly Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset and wealth management services are provided with retirement planning. | 1999 | waverly-advisors.com | Birmingham, United States |
Investor details for GGM Wealth Advisors
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People of GGM Wealth Advisors
1 people are tracked at GGM Wealth Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jeffrey Johnson | CEO & MD | Leadership |
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Timeline of GGM Wealth Advisors
2 dated milestones of GGM Wealth Advisors across 17 years, from founding to its latest funding, stage changes and deals.
- Founded GGM Wealth Advisors is founded.
- Exit Acquired by Waverly Advisors.
Competitors of GGM Wealth Advisors
GGM Wealth Advisors has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of GGM Wealth Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as GGM Wealth Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Ggm Wealth Advisors
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Frequently Asked Questions about GGM Wealth Advisors
GGM Wealth Advisors was founded in 2008.
GGM Wealth Advisors is headquartered in Baltimore, United States. It is registered at Baltimore, Maryland, United States.
Jeffrey Johnson is the CEO of GGM Wealth Advisors, as recorded in our data.
GGM Wealth Advisors wealth management firm through offering financial products and advice, managing assets, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
GGM Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Wintrust.
GGM Wealth Advisors has 1 investor. Key investors include Waverly Advisors.
Yes. GGM Wealth Advisors was acquired by Waverly Advisors in March 2025.