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George Gadzik

YOUR IA
Fruita, CO
·CRD# 7852944·3 years experience

Professional Summary

George Gadzik is a registered financial advisor currently at YOUR IA, LLC located in Fruita, Colorado. George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. George has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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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

3 years in the financial services industry

Current & Past Employments

YOUR IA, LLC·CRD# 338535
RIA
Fruita, CO
January 24, 2026 - Present
THEPARTNERS WEALTH MANAGEMENT·CRD# 314816
RIA
Fruita, CO
September 16, 2024 - February 18, 2026
SCF INVESTMENT ADVISORS, INC.·CRD# 123608
RIA
Grand Junction, CO
January 5, 2024 - October 18, 2024

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Current Firm

YI
YOUR IA, LLC

ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC

CRD#: 338535 / SEC#: 801-134511
RIA
Registered Investment Advisory firm - SEC (11/18/2025 Approved)

Contact Information

Main Address

620 South 400 East, St. George, UT 84770

Phone Number

(800) 823-0489

# of Employees

19

SEC notice filing (19 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

YOUR IA LLC - FORM ADV - PART 2A - 2026.03.15 (3/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

272

AUM (Assets Under Management)

$106,633,240

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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.

G&M Properties, LLC | Investment Related | 309 Dogwood Dr., Fruita, CO 81521 | Real Estate | Co-Member | June 2008 | 5 hours and zero hours during trading hours per month | LLC Used for real estate investments. Ash Brokerage | Investment Related | 888 S Harrison St., Suite 900, Fort Wayne, IN 46802 | Insurance, fixed annuities and life & health | Insurance Agent | Employee | 2 - 4 hours per week and as needed during trading hours | Life & annuity sales.

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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".
YI
YOUR IA, LLC

ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC

CRD#: 338535 / SEC#: 801-134511
RIA
Registered Investment Advisory firm - SEC (11/18/2025 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
Colorado
(1/24/2026)

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 65 — Uniform Investment Adviser Law Examination

Passed Oct 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view George Gadzik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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