Overview
Assets Under Management: $204 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Frequently Asked Questions
GBM WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145049), GBM WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
GBM WEALTH MANAGEMENT, INC. is headquartered in HOUSTON, TX.
GBM WEALTH MANAGEMENT, INC. serves 39 high-net-worth clients according to their SEC filing dated October 21, 2024. View client details ↓
According to their SEC Form ADV, GBM WEALTH MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
GBM WEALTH MANAGEMENT, INC. manages $204 million in client assets according to their SEC filing dated October 21, 2024.
According to their SEC Form ADV, GBM WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 406
Discretionary Accounts: 396
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 145049
Last Filing Date: 2024-10-21 00:00:00
Website: https://gbms.com