Wealth Manager
    SEC Registered
    Manages Private Funds

    Gainspoletti Wealth Planners

    Registered investment advisor · Cleveland, Mississippi · CRD #333768

    Assets Under Management
    $127M
    Client Accounts
    326
    Employees
    3
    CRD Number
    333768
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gainspoletti Wealth Planners

    Gainspoletti Wealth Planners is a SEC-registered investment advisory firm headquartered in Cleveland, Mississippi, managing approximately $127M in regulatory assets across 326 client accounts. The firm's full regulatory record is filed with the SEC under CRD #333768.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Gainspoletti Wealth Planners's AUM?

    Gainspoletti Wealth Planners reports approximately $127M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gainspoletti Wealth Planners headquartered?

    Gainspoletti Wealth Planners is headquartered in Cleveland, Mississippi.

    What is Gainspoletti Wealth Planners's CRD number?

    Gainspoletti Wealth Planners's CRD number is 333768. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gainspoletti Wealth Planners manage?

    Gainspoletti Wealth Planners manages approximately 326 client accounts according to its latest SEC filing.

    Is Gainspoletti Wealth Planners SEC registered?

    Yes, Gainspoletti Wealth Planners is registered with the SEC as an investment adviser with an approved registration status.

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