Gupta Wealth Management Surpasses $1 Billion in AUM

Aug 11, 2015, 09:00 ET from Gupta Wealth Management

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SAN DIEGO, Aug. 11, 2015 /PRNewswire/ -- Gupta Wealth Management ( announced today that its assets under management surpassed $1 billion in July, establishing it as one of the largest independent wealth management firms in southern California.

"The demand among sophisticated investors for transparent, independent financial advice has contributed significantly to our growth locally and nationally," said Ajay Gupta, founder, CEO and chief investment officer of Gupta Wealth Management. "Our team is passionately dedicated to providing our clients with counsel that aligns their finances with their overall well-being. We welcome the opportunity to grow and evolve to better serve both existing and new clients."

Alongside such investing titans as Warren Buffett, Charles Schwab and Carl Icahn, Mr. Gupta's perspective on wealth management was featured extensively in Tony Robbins' New York Times best-selling book, MONEY: Master the Game. Like Mr. Robbins, Mr. Gupta is passionate about the adoption of the fiduciary standard by wealth advisory firms.

Driven by his conviction about the importance of independent advice, Mr. Gupta and his entire team at UBS--the firm's largest San Diego wealth management group at the time--left to launch Gupta Wealth Management in 2013. Gupta Wealth Management primarily serves families, endowments and foundations throughout the U.S., including some of the world's most prominent and trusted advisors.

In addition to leading the team at Gupta Wealth Management, Mr. Gupta built the website Portfolio CheckUp ( ) to help investors beyond his own client base evaluate their portfolios and to connect them with qualified independent fiduciary advisors. Nearly $5 billion worth of investment accounts have been reviewed by Portfolio CheckUp since its launch in November 2014.

About Gupta Wealth Management 
Gupta Wealth Management is committed to bringing objective, independent financial advice to high-net-worth individuals and families throughout the U.S. The Gupta team of professionals delivers holistic counsel to clients that supports their overall well-being and addresses their unique needs and life goals. Under the leadership of industry veteran Ajay Gupta, the team serves some of the world's most trusted advisors and accomplished individuals. For more information, visit


Evelyn Cashen


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SOURCE Gupta Wealth Management