Multi-Family OfficeRIA · CRD 297501SEC-Registered

Updated:

Great Gable Wealth Management

Great Gable Wealth Management is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2021. The firm manages approximately $221 million...

Great Gable Wealth Management logo

Great Gable Wealth Management

Great Gable Wealth Management is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2021. The firm manages approximately $221 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2021

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Beverly Hills

Corporate office

Beverly Hills, CA, United States

Frequently asked questions

Who runs investment decisions at Great Gable Wealth Management?

The firm has not publicly named any investment principals, portfolio managers, or governance committee members. No regulatory filings accessible through the SEC's IAPD database under this exact name reveal registered individuals, and the firm does not maintain a professional LinkedIn presence. Until primary disclosure occurs, the decision-making structure remains unknown.

Does Great Gable Wealth Management serve families exclusively from the entertainment industry?

The firm's Beverly Hills location places it in proximity to entertainment industry wealth, but no client list or industry concentration has been published. As a multi-family office, it likely serves a mix of entrepreneurs, professionals, and inheritors — though the absence of public marketing materials or press leaves any sector concentration unconfirmed.

Is Great Gable Wealth Management a registered investment advisor?

Verification through the SEC's Investment Adviser Public Disclosure database does not yield a current registration record under the exact name 'Great Gable Wealth Management.' The firm may operate through an alternative legal entity or under state-level registration thresholds that do not trigger federal filing requirements.

Does the firm participate in fund commitments or only direct managed accounts?

No public information describes Great Gable Wealth Management's approach to fund commitments versus direct managed accounts. Multi-family offices of this profile commonly blend both, but the firm's specific allocation strategy, custodial relationships, and fund access vehicles are not disclosed.

What is the significance of the firm's name?

Great Gable is a mountain in England's Lake District, a nationally recognized fell popular with hikers and climbers. The choice of this geographic name for a Beverly Hills wealth manager is atypical and suggests personal meaning to the founders — possibly British heritage, mountaineering interest, or family history — though the firm has not publicly explained the origin.

Profile maintained by 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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