Bradley Bolnick
GCB Private Wealth · Austin, Texas
Bradley Bolnick is a fee-only financial advisor at GCB Private Wealth in Austin, Texas. Bradley focuses on tax planning, estate & legacy planning and small business owners. GCB Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | GCB Private Wealth |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $39.6M across 156 accounts |
| SEC registration | Investment adviser representative in CA, LA, MN, NJ, NY, TX · CRD 5597614 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.gcbprivatewealth.com |
| Profile |
How Bradley's firm compares
- GCB Private Wealth's average account is about $254,000, from its Form ADV (assets managed divided by 156 accounts).
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Questions about Bradley
Is Bradley Bolnick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and GCB Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, GCB Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Bradley work with clients virtually?
Yes. GCB Private Wealth says on its website that it works with clients remotely.
Where is Bradley Bolnick based?
Bradley Bolnick is based in Austin, Texas.
What does Bradley specialize in?
Bradley's specialties include tax planning, estate & legacy planning and small business owners. Bradley works with executives and founders.
Is Bradley Bolnick registered with the SEC?
Yes. Bradley Bolnick is registered as an investment adviser representative in CA, LA, MN, NJ, NY and TX (CRD 5597614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GCB Private Wealth manage?
GCB Private Wealth reports $39.6M across 156 accounts in assets under management.
How do I contact Bradley Bolnick?
Through Bradley's website, www.gcbprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- GCB Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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