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| Happy Holidays!! thanks for using AUM13F!! |
| Gibbs Wealth Management LLC
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| CRD # | 281621 |
| SEC # | 801-123227 |
| CIK # | 0002081110 |
| AUM | $639.2 M (2025-07-31) |
| Employees | 126 (39% Investors, 0% Brokers) |
| Phone | 678-694-8770 |
| Address | 3980 Old Milton Parkway Alpharetta, GA 30005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002081110 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.6 | ||
| Amazon Com Inc | 9.9 | ||
| Oracle Corp | 9.2 | ||
| VISA Inc | 7.1 | ||
| Nvidia Corp | 6.7 | ||
| Global MOFY Metaverse Ltd | 6.4 | ||
| Lilly Eli & Co | 5.5 | ||
| Apple Inc | 5.1 | ||
| Mastercard Inc | 4.9 | ||
| Netflix Inc | 4.6 | ||
| Shopify Inc | 4.6 | ||
| Abbott Laboratories | 4.6 | ||
| Alphabet Inc | 4.0 | ||
| Alphabet Inc | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| SAP SE | 3.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,349 | 530.9 |
| (b) Individuals (high net worth individuals) | 58 | 92.9 |
| (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 | 15.4 |
| (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 | 5,460 | 639.2 |
| By Discretionary | ||
| Discretionary | 5,459 | 623.8 |
| Non-Discretionary | 1 | 15.4 |
| Total | 5,460 | 639.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.2 | |
| Total | 5,460 | 639.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002081110] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Associates Inc
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|
NJ | 0.6 |
|
McCarthy & Cox Retirement & Estate Specialists LLC
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|
OH | 0.6 |
|
Bard Financial Services Inc
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|
CT | 0.6 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.6 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
|
John E Sestina and Company
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|
OH | 0.6 |
|
Ascension Capital Advisors Inc
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|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
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|
IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.6 |
|
Summit Wealth Partners LLC
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|
FL | 0.6 |