G&S Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,948,438
Clients
59
Advisors
1
of 1 employees
About
The firm serves primarily individual clients, most of whom are below high-net-worth thresholds, and also accepts corporate or business clients; it offers portfolio management and related financial planning services. Portfolio management is provided on a non-discretionary basis and services are tailored through individual consultations to reflect each client’s financial situation and preferences.
The firm follows a conservative, fundamental-analysis investment approach, relying on financial publications, rating services and online filings, and confines allocations to stocks, bonds, mutual funds/ETFs, CDs and government securities. It does not pursue alternative investments, generally avoids frequent trading, and monitors and adjusts portfolios in accordance with agreed strategies while obtaining client approval for transactions.
Distinctively, the firm’s principal maintains an affiliated CPA practice and discloses cross-referrals between accounting and advisory clients, with the CPA practice occupying the majority of the principal’s workweek. The adviser operates as a solo practitioner managing under $9 million across about 59 accounts with nearly all assets managed non-discretionarily, emphasizing advisory relationships rather than discretionary trading.
Client services
Expertise
Fee options
0.5% to 1.0% annually, negotiable and paid quarterly
Fee-only: Fee-only compensation; no commissions or other sales compensation
Main office
475 Railroad Street
Elko NV 89801
Advisors at this office
1
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)