Adviser Profile
| As of Date | 07/12/2022 |
| Registration status | Registration Changed to GBM WEALTH MANAGEMENT, INC. |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 281 xxxxxxx |
| AUM* | 84,677,814 |
| of that, discretionary | 84,677,814 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,071,871 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
117M
101M
84M
67M
50M
34M
17M
2020
2021
2022
Private Funds
No private funds