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GBM Wealth Management Inc
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CRD # | 145049 |
SEC # | 801-129803 |
CIK # | |
AUM | $128.4 MM (2024-03-28) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 281-745-9100 |
Address | 2700 Post Oak Blvd Houston, TX 77056 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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 |