GEM Wealth Management

  • Financial Services
  • Woburn MA
  • 5 employees
  • Financial Services
Get Full Info

Company Overview

Website
gemwealthmgmt.com
Email
Phone
(978) 664-6999
Employees
5
Founded in
2019
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

🍀 We know it's a little early, but we couldn’t wait to wish you a Happy St. Patrick's Day! 🍀 While it's still a few days away, we know many of you will be celebrating this weekend. Whether you're enjoying the festivities with friends, family, or colleagues, we hope y

  • Mar 14, 2025
  • facebook.com

We are thrilled to announce that our Co-Founder and Managing Partner, Erick DeCastro, has once again been recognized as a 5 Star Wealth Manager! 🏆 This prestigious award is given to wealth management professionals who demonstrate a commitment to t

  • Feb 5, 2025
  • facebook.com

GEM Wealth Management Limited

  • Aug 11, 2024
  • register.fca.org.uk

GEM Wealth Management

  • Jul 7, 2019
  • facebook.com

Matthew Delaney, AIF®

  • Jun 25, 2019
  • gemwealthmgmt.com

Gerald S. Jamgochian

  • Jun 15, 2019
  • gemwealthmgmt.com

Company Leadership

Matthew Delaney

Co-Founder and Managing Partner

Phone Email

GEM Wealth Management Industry Tags

Investment management
Retirement planning
Business and Small business strategies
Estate conservation
Tax strategies
Education planning
Risk management
Life insurance and annuity products
View All Industry Tags

Companies Similar to GEM Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to GEM Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
3M 1 Scottsdale, AZ 2012
3M 6 Dallas, TX 2014
3M 5 Austin, TX 1995
3M 5 Houston, TX
3M 2 New York, NY 2006
View More Companies

FAQ

What is the location of GEM Wealth Management's headquarters?
The headquarters of GEM Wealth Management are situated at 18 Commerce Way, Suite 1850, Woburn MA
What is GEM Wealth Management's phone number?
GEM Wealth Management's contact number is (978) 664-6999.
What is GEM Wealth Management's official website?
The official website of GEM Wealth Management can be found at gemwealthmgmt.com.
What is GEM Wealth Management's current revenue?
As of October 2019, GEM Wealth Management's annual revenue reached $3B.
How many employees does GEM Wealth Management currently have?
GEM Wealth Management employs approximately 5+ people as of October 2019
Which industries is GEM Wealth Management primarily operating in?
GEM Wealth Management operates in the following industries: Finance, Credit
Who is the Co-Founder and Managing Partner of GEM Wealth Management?
GEM Wealth Management's Co-Founder and Managing Partner is Matthew Delaney
What are GEM Wealth Management's industry tags?
GEM Wealth Management's industry tags include: Investment management, Retirement planning, Business and Small business strategies
When was GEM Wealth Management founded?
GEM Wealth Management was founded in 2019.

Employee Directory

Key Employees

Kayla French

Operations Assistant and Client Service Specialist

Phone Email

Erick DeCastro

Co-Founder and Managing Partner

Phone Email