Gbm Wealth Management, Inc.
Gbm Wealth Management, Inc. is an SEC-registered mass-market adviser in Houston, TX with $346.4M assets under management (AUM, regulatory AUM), +59% over one year. See who owns Gbm Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145049, SEC 801-129803, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $346.4M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 10
- Clients
- 546
- CRD
- 145049
- Ownership
- MACOUZET, JOSE, ROBERTO; EATON, SAMANTHA, MARIE; PORTFOLIO INVESTMENTS, INC.; CORPORATIVO GBM, S.A.B. DE C.V.; COBO AVILA, RAYMUNDO
How much AUM does Gbm Wealth Management, Inc. have?
Gbm Wealth Management, Inc. reported $346.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Gbm Wealth Management, Inc.?
Disclosed owners and executives of Gbm Wealth Management, Inc. include MACOUZET, JOSE, ROBERTO, EATON, SAMANTHA, MARIE, PORTFOLIO INVESTMENTS, INC., CORPORATIVO GBM, S.A.B. DE C.V., COBO AVILA, RAYMUNDO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.