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| Gibbs Wealth Management LLC
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| |
|---|---|
| CRD # | 281621 |
| SEC # | 801-123227 |
| CIK # | |
| AUM | $391.4 MM (2024-08-01) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 678-694-8770 |
| Address | 3980 Old Milton Parkway Alpharetta, GA 30005 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,487 | 379.1 |
| (b) Individuals (high net worth individuals) | 6 | 12.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,983 | 391.4 |
| By Discretionary | ||
| Discretionary | 2,983 | 391.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,983 | 391.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 391.4 | |
| Total | 2,983 | 391.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brueske Advisory Services LLC
✚
|
WA | 0.4 |
|
Jackson Square Capital LLC
✚
|
CA | 0.4 |
|
Guidance Point Advisors LLC
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|
MA | 0.4 |
|
Madrona Financial Services LLC
✚
|
WA | 0.4 |
|
Wimmer Associates I LLC
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|
CA | 0.4 |
|
IMS Capital Management Inc
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|
OR | 0.4 |
|
Northern Capital Management Inc
✚
|
WA | 0.4 |
|
Aspire Private Capital LLC
✚
|
NC | 0.4 |
|
Lighthouse Financial Services Inc
✚
|
CA | 0.4 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.4 |