About Us The More You Know

At our core, we are an investment advisory firm registered with the SEC. As a registered investment advisory firm, we have a fiduciary responsibility to our clientele. Wall Street? Not so much.

What makes us tick? We think differently. It's our opinion that the approach & attitude you see on Wall Street is a result of a broken sales culture, their bloat, and linear, unoriginal thinking.

Founded July 25, 2008, we serve individuals & families across the United States.

Today, we manage roughly $50 million dollars in assets.

Manhattan Beach

Headquarters GDP Wealth

1500 Rosecrans Ave., Suite 500 Manhattan Beach, California 90266

Phone: 877.837.2923

Fax: 310.988.2847

M -Th: 9:30am / 8pm EST

Fri: 9:30am / 5:30pm EST

Our Available Meeting Locations
By appointment only

  • Santa Monica

    520 Broadway, Suite 350

    Santa Monica, California 90401

  • Beverly Hills

    9701 Wilshire Boulevard, Suite #1000

    Beverly Hills, California 90212

  • San Francisco

    101 California Street, Suite 2450

    San Francisco, California 94111