GBM WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$346,401,658
Discretionary
$306,837,615
Non-discretionary
$39,564,043
Firm details
- CRD number
- 145049
- SEC file number
- 801-129803
- Main office
- HOUSTON, TX, United States
- Employees
- 10
- SEC status
- Approved
- Website
- https://www.gbminvestor.com/
- Fee structure
-
Percentage of AUM
As of October 2026.