Richard T. Will

GC WEALTH MANAGEMENT RIA

Jackson, WY 83001

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CRD#: 5745532

Professional summary

Richard Todd Will JR., CFP®, who also goes by Ricky Todd Will Jr., is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Jackson, Wyoming.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Richard has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ricky Todd Will Jr.

Other business activities

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.

(1) Jackson Hole Lacrosse Club; Jackson, WY; not investment-related; assistant coach for the local high school team; start 2/20/2014; 5 hrs per month; 0 hrs during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Todd Will JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 29, 2023 - Present

GC WEALTH MANAGEMENT RIA, LLC

Office #1: 172 N Center St Ste 202, Jackson, WY 83001

RIA

CRD#: 327269

Jackson, WY

Past

February 12, 2019 - October 4, 2023

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Jackson, WY

Past

September 13, 2012 - January 31, 2014

CURI CAPITAL, LLC

RIA

CRD#: 134249

CHICAGO, IL

Past

August 29, 2012 - January 31, 2014

RMB WEST, LLC

RIA

CRD#: 158138

DENVER, CO

Past

March 29, 2010 - January 30, 2012

CURI CAPITAL, LLC

RIA

CRD#: 134249

CHICAGO, IL

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".

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 - (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.

Highlighted states indicate IAR registrations

IAR

New York
(10/28/2025)

IAR

Texas
(10/27/2023)

IAR

Wyoming
(9/29/2023)

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

State Security Law Exam

IAR

Series 65

Date: 3/27/2010

Uniform Investment Adviser Law Examination

Current Firm

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 - (8/3/2023 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(617) 234-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	880
AUM (Assets Under Management)	$ 2,153,349,029

Red Flags

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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Richard T. Will

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Todd Will JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

GC WEALTH MANAGEMENT RIA, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

CURI CAPITAL, LLC

RMB WEST, LLC

CURI CAPITAL, LLC

Primary Firm SEC Registration

GC WEALTH MANAGEMENT RIA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2010

Current Firm

GC WEALTH MANAGEMENT RIA, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GC WEALTH MANAGEMENT RIA, LLC

TRUST BUT VERIFY

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