Gibson Wealth Advisors LLC

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Assets, Funds, Holdings

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Gibson Wealth Advisors LLC
CRD #285077
SEC #801-123644
CIK #0001911266
AUM $140.1 MM (2024-08-19)
Employees 3 (67% Investors, 0% Brokers)
Phone214-347-7475
Address12955 S Hillcreek Road
Whitehouse, TX 75791
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
15012090603002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NSC 53,956.1 4.9
XOM 385,508.3 2.5
CVX 294,604.1 1.8
NVDA 399,550.0 1.6
AAPL 2,382,844.0 1.5
DUK 81,378.5 1.3
PEP 226,773.9 1.3
MRK 232,371.9 1.2
PG 338,108.9 1.1
KO 269,985.6 0.6
View All
Holdings by Sector ($MM)
1108866442202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 63 13.1
(b) Individuals (high net worth individuals) 89 127.0
(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 396 140.1
By Discretionary
Discretionary 396 140.1
Non-Discretionary 0 0.0
Total 396 140.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 140.1
Total 396 140.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001911266]
Comparable Firms State AUM ($BB)
The Kocen Financial Group Inc
CA 0.1
Laughlin Financial LLC
IN 0.1
Griffith & Werner Inc
GA 0.1
Asset Strategies Inc
CT 0.1
Grace Capital Management LLC
TX 0.1
Werlinich Asset Management LLC
CT 0.1
Legacy Beyond Wealth LLC
FL 0.1
Assabet Advisors LLC
MA 0.1
First Mason Financial LLC
OH 0.1
Costello Financial Planning Inc
IL 0.1
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