CG
CG

Christopher John Gelfuso

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
88 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
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Location

9900 Lakewood Blvd, Suite 206, Downey, CA, 90240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the CFO of La Verne Home Improvement Company, trustee of the Wanderlust Trust and a rental property trust, CEO of Gelfuso Enterprises, Inc. (Uplevel Business Services), and managing member of ACES Trailer Rental, LLC. These activities involve accounting, property management, tax services, and trailer rentals, taking about 10-20% of Christopher's time.

Employment History
Current Registrations
Virtue Capital Management, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Avantax Advisory Services
March 2024 - October 2024 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Christopher John Gelfuso - Financial Advisor | TrueAdvisor