# GBM Wealth Management

GBM Wealth Management is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** gbmwealth.com

## Regulatory record

- **CRD number:** 145049
- **SEC file number:** 801-129803
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145049

## About

GBM Wealth Management was established in Houston, Texas in 2006 as a registered investment advisor. The firm advises a client base that includes individuals, trusts, estates, corporations, and charitable organizations, according to its regulatory filings. Its founding coincided with a period of significant wealth creation in the Texas energy and real estate markets, and the firm's Houston location places it in proximity to a dense concentration of high-net-worth families who built fortunes in oil, gas, and related industrial sectors. The firm provides investment advisory services alongside wealth management, tax planning, and portfolio management. Typical engagements for firms of this profile include constructing diversified portfolios across public equities, fixed income, and alternative investments, with an emphasis on after-tax returns. The geographic concentration is the greater Houston metropolitan area, serving clients whose wealth is often tied to Texas-based operating businesses and commercial real estate. Specific portfolio holdings, fund commitments, or direct deals are not publicly disclosed. Public records do not disclose the firm's assets under advisement, total team size, or named investment principals. As a SEC-registered investment adviser, GBM operates with a lighter public disclosure footprint than larger SEC-registered firms. In May 2026, Altss research reviewed the firm's current regulatory profile and confirmed its ongoing active registration in Texas. GBM's structural differentiator lies in its posture as a locally embedded, fiduciary advisor for Texas wealth. Its independence from a large bank or wirehouse platform allows for open-architecture portfolio construction, though its thin public profile means institutional allocators and peer family offices have little visibility into its investment decision-making process or governance structure.

## Questions

### Where does GBM Wealth Management's client wealth typically originate?

While GBM does not disclose the specific origins of its clients' wealth, its Houston location and 2006 founding place it in the center of the Texas economic expansion driven by energy, real estate, and privately held operating companies. Regional wealth managers in Houston frequently serve families who built fortunes in oil and gas exploration, oilfield services, and commercial real estate development.

### Does GBM Wealth Management disclose its assets under management?

No. GBM Wealth Management does not publicly disclose its assets under management. Unlike large institutional allocators or publicly traded asset managers, boutique registered investment advisors in Texas are not required to make AUM public unless they reach certain SEC thresholds or choose to report it voluntarily.

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- [GBC Investment Group](https://altss.com/profile/gbc-investment-group)
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Last updated: 2026-08-14T12:30:00.000Z

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