|
⚲
|
| Keyboard |
| Gibbs Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 281621 |
| SEC # | 801-123227 |
| CIK # | 0002081110 |
| AUM | 1,064.8 M (2026-04-23) |
| Employees | 147 (40% Investors, 0% Brokers) |
| Phone | 678-694-8770 |
| Address | 3980 Old Milton Parkway Alpharetta, GA 30005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.3 | ||
| Global MOFY Metaverse Ltd | 11.6 | ||
| Microsoft Corp | 10.9 | ||
| Apple Inc | 10.6 | ||
| Amazon Com Inc | 10.0 | ||
| Alphabet Inc | 10.0 | ||
| Analog Devices Inc | 9.4 | ||
| Facebook Inc | 8.3 | ||
| Tesla Motors Inc | 8.2 | ||
| Visa Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,216 | 789.6 |
| (b) Individuals (high net worth individuals) | 140 | 256.2 |
| (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 | 19.0 |
| (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 | 5,357 | 1,064.8 |
| By Discretionary | ||
| Discretionary | 5,356 | 1,045.8 |
| Non-Discretionary | 1 | 19.0 |
| Total | 5,357 | 1,064.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,064.8 | |
| Total | 5,357 | 1,064.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002081110] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
St Clair Advisors LLC
✚
|
OH | 1,068.0 M |
|
Resources Management Corp
✚
|
CT | 1,067.2 M |
|
Rae & Lipskie Investment Counsel Inc
✚
|
1,066.2 M | |
|
Fiduciary Benefits Group
✚
|
1,065.8 M | |
|
NPA Asset Management LLC
✚
|
NJ | 1,064.8 M |
|
Spectrum Investment Advisors Inc
✚
|
WI | 1,064.6 M |
|
ISTO Advisors LLC
✚
|
MI | 1,064.5 M |
|
Uptick Partners LLC
✚
|
TX | 1,063.2 M |
|
Schnieders Capital Management LLC
✚
|
CA | 1,061.8 M |
|
McGuire Investment Group LLC
✚
|
RI | 1,061.1 M |