GBM Wealth Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
GBM Wealth Management Inc
CRD #145049
SEC #801-129803
CIK #
AUM $128.4 MM (2024-03-28)
Employees 6 (67% Investors, 0% Brokers)
Phone281-745-9100
Address2700 Post Oak Blvd
Houston, TX 77056
Source [IAPD] [Website]
Total AUM ($MM)
13010478522602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 182 43.1
(b) Individuals (high net worth individuals) 23 47.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 37.4
(n) Other 0 0.0
Total 211 128.4
By Discretionary
Discretionary 202 89.4
Non-Discretionary 9 39.0
Total 211 128.4
By Non-United States Persons
Non-United States Persons 100.8
United States Persons 27.7
Total 211 128.4
Comparable Firms State AUM ($BB)
Roxbury Financial LLC
NJ 0.1
Lionsbridge Wealth Management LLC
FL 0.1
Mallini Complete Financial Planning LLC
FL 0.1
Pinafore Wealth Counsel Inc
NC 0.1
Wolfstich Capital LLC
MA 0.1
SAFS LLC
PA 0.1
Collier Financial Inc
CO 0.1
Breakwater Capital LLC
MI 0.1
Thrive Retirement Specialists LLC
MI 0.1
Constant Guidance Financial LLC
MA 0.1
Terms | Privacy | Guide
tony@aum13f.com