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| Happy Holidays!! thanks for using AUM13F!! |
| GBM Wealth Management Inc
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| CRD # | 145049 |
| SEC # | 801-129803 |
| CIK # | |
| AUM | $217.7 M (2025-05-22) |
| Employees | 7 (71% Investors, 100% Brokers) |
| Phone | 281-745-9100 |
| Address | 2700 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 63.8 |
| (b) Individuals (high net worth individuals) | 39 | 90.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 5.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 49.4 |
| (n) Other | 7 | 9.1 |
| Total | 461 | 217.7 |
| By Discretionary | ||
| Discretionary | 451 | 190.0 |
| Non-Discretionary | 10 | 27.7 |
| Total | 461 | 217.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 209.0 | |
| United States Persons | 8.7 | |
| Total | 461 | 217.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trustwell Financial Advisors LLC
✚
|
FL | 0.2 |
|
Archer Portfolio Management Inc
✚
|
0.2 | |
|
Alpha Capital Family Office LLC
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|
CO | 0.2 |
|
Members Wealth LLC
✚
|
PA | 0.2 |
|
Udine Wealth Management Inc
✚
|
0.2 | |
|
Guidestream Financial Inc
✚
|
MI | 0.2 |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 0.2 |
|
Variant Private Wealth LLC
✚
|
VA | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Waycross Investment Management Company
✚
|
WA | 0.2 |