Thomas Poltersdorf
GT Wealth · Lebanon, Pennsylvania
Thomas Poltersdorf is a fee-only financial advisor at GT Wealth in Lebanon, Pennsylvania. GT Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | GT Wealth |
|---|---|
| Based in | Lebanon, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.4M across 7 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 5778551 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | beyondyourexitwm.com |
How Thomas's firm compares
- GT Wealth's average account is about $480,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Thomas
Is Thomas Poltersdorf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and GT Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, GT Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Poltersdorf based?
Thomas Poltersdorf is based in Lebanon, Pennsylvania.
Is Thomas Poltersdorf registered with the SEC?
Yes. Thomas Poltersdorf is registered as an investment adviser representative in PA and TX (CRD 5778551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GT Wealth manage?
GT Wealth reports $3.4M across 7 accounts in assets under management.
How do I contact Thomas Poltersdorf?
Through Thomas's website, beyondyourexitwm.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
- 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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