|
⚲
|
| Keyboard |
| GBM Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 145049 |
| SEC # | 801-129803 |
| CIK # | |
| AUM | 346.4 M (2026-06-10) |
| Employees | 10 (80% Investors, 100% Brokers) |
| Phone | 281-745-9100 |
| Address | 2700 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 98.5 |
| (b) Individuals (high net worth individuals) | 60 | 148.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 7.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 68.7 |
| (n) Other | 3 | 23.5 |
| Total | 546 | 346.4 |
| By Discretionary | ||
| Discretionary | 539 | 306.8 |
| Non-Discretionary | 7 | 39.6 |
| Total | 546 | 346.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 209.0 | |
| United States Persons | 137.4 | |
| Total | 546 | 346.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EGI Financial Inc
✚
|
OH | 348.7 M |
|
Roger Wittlin Investment Advisory LLC
✚
|
348.5 M | |
|
Leconte Wealth Management LLC
✚
|
TN | 346.8 M |
|
Citrine Capital LLC
✚
|
CA | 346.7 M |
|
Custos Family Office LLC
✚
|
346.6 M | |
|
Long Road Investment Counsel LLC
✚
|
MI | 346.4 M |
|
Arcadia Investment Advisors LLC
✚
|
ID | 345.8 M |
|
Fortress Planning Group LLC
✚
|
WI | 345.3 M |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 344.7 M |
|
Prospera Capital Management LLC
✚
|
343.9 M |