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Nichole Eileen Heidrick

GC WEALTH MANAGEMENT RIA
Bellevue, WA
·CRD# 4858488·21 years experience

Professional Summary

Nichole Eileen Heidrick, who also goes by Nichole Heidrick Bockner, Nichole Bockner, is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Bellevue, Washington. Nichole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nichole has worked at 7 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nichole Heidrick Bockner, Nichole Bockner

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

GC WEALTH MANAGEMENT RIA, LLC·CRD# 327269
RIA
500 108th Avenue Ne Suite 1100, Bellevue, WA 98004
January 19, 2024 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Bellevue, WA
September 29, 2023 - February 6, 2024
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC·CRD# 108559
RIA
Bellevue, WA
February 14, 2020 - February 7, 2024
FIRST REPUBLIC SECURITIES COMPANY, LLC·CRD# 105108
BD
Bellevue, WA
February 14, 2020 - September 29, 2023
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Bellevue, WA
January 3, 2011 - February 20, 2020
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Bellevue, WA
January 3, 2011 - February 20, 2020
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
RIA
Bellevue, WA
December 4, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
BD
Bellevue, WA
December 4, 2008 - January 3, 2011
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
January 21, 2005 - April 24, 2008

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Current Firm

GW
GC WEALTH MANAGEMENT RIA, LLC

CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC

CRD#: 327269 / SEC#: 801-128318
RIA
Registered Investment Advisory firm - SEC (8/3/2023 Approved)

Contact Information

Main Address

20 University Road 4th Floor, Cambridge, MA 02138-5815

Phone Number

(617) 234-7000

# of Employees

44

SEC notice filing (27 States and Territories)

Registered to provide investment advisory services in 27 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,731

AUM (Assets Under Management)

$5,832,937,576

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/24/2026Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Rwanda Girls Initiative Address: P.O. Box 325, Medina, WA 98039 Investment-related: No Nature of the business: Boarding School Role: Board of Directors Start Date: 09/01/2015 Description of duties: Serve on Board Number of hours each month:5 Number of hours during trading:2

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GC WEALTH MANAGEMENT RIA, LLC

CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC

CRD#: 327269 / SEC#: 801-128318
RIA
Registered Investment Advisory firm - SEC (8/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(10/27/2025)
IAR
New York
(10/24/2025)
IAR
Washington
(1/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Jan 2005About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Jan 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Nichole Eileen Heidrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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