GBM Wealth Management, Inc.

Overview

GBM Wealth Management, Inc. is a corporation that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses. It operates as a domestic entity with an affiliation to a broker-dealer and does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices