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Multi-Family OfficeRIA · CRD 324146State-Registered Investment Adviser

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Gibson Monroe Wealth Advisors

GIBSON MONROE WEALTH ADVISORS is a state-registered investment adviser in OAKLAND, CA. It manages $10 million in assets on a discretionary basis.

Overview

GIBSON MONROE WEALTH ADVISORS is a state-registered investment adviser in OAKLAND, CA. It manages $10 million in assets on a discretionary basis. The firm has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who leads investment decisions at Gibson Monroe Wealth Advisors?

No named investment professionals are publicly associated with the firm. Leadership and decision-making authority remain undisclosed in public records, making it impossible to identify a CIO or managing principal without direct firm engagement.

Does Gibson Monroe Wealth Advisors disclose assets under management?

No AUM figure has been publicly published by the firm or reported in independent media. This lack of disclosure is typical for private advisory firms that elect not to register or report detailed metrics.

What is the firm's geographic footprint?

No office locations are confirmed through public sources. The firm does not appear in common business registries or professional directories with a listed address, limiting geographic inference.

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