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Gibbs Wealth Management
Gibbs Wealth Management is an SEC-registered investment adviser in Alpharetta, GA, registered since 2022. The firm manages $1.1 billion in assets, $1.0 billion...
Gibbs Wealth Management
Gibbs Wealth Management is an SEC-registered investment adviser in Alpharetta, GA, registered since 2022. The firm manages $1.1 billion in assets, $1.0 billion on a discretionary basis. It has 147 employees and 59 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Alpharetta
Corporate office
Murrieta, CA, United States
Frequently asked questions
What regulatory disclosures are available for Gibbs Wealth Management?
No Form ADV or other SEC filing could be identified for Gibbs Wealth Management in the public record. This may indicate the firm operates under a state-level registration threshold or has not made its filings easily searchable. Prospective counterparties should request the firm's Form CRS and ADV Part 2B directly.
What services does Gibbs Wealth Management offer?
Based on the firm's minimal public presence and RIA designation, Gibbs Wealth Management likely provides individual portfolio management, financial planning, and retirement advisory services. The firm's suburban Southern California location suggests a focus on high-net-worth individuals and families in the Inland Empire region, though no specific service menu has been published.
Who are the principals of Gibbs Wealth Management?
No named principals, portfolio managers, or advisors associated with Gibbs Wealth Management could be identified from public records, regulatory filings, or professional networking platforms. The firm's leadership remains undisclosed.
Does Gibbs Wealth Management have any institutional or family-office clients?
There is no public evidence that Gibbs Wealth Management serves institutional allocators, pension funds, endowments, or multi-generational family offices. The firm's profile is consistent with a direct-to-consumer wealth management practice serving individual clients.
Is Gibbs Wealth Management affiliated with any larger financial institution?
No affiliation with a bank holding company, insurance platform, broker-dealer network, or multi-family office aggregator has been identified. Gibbs Wealth Management appears to operate as a standalone RIA based on its independent web domain and address.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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