GBM Wealth Management, Inc.

Overview

GBM Wealth Management, Inc. is a corporation that registered with the SEC in 2024 and provides fee-based portfolio management primarily to individuals, families and small businesses, while also working with some institutional clients. The firm describes itself as a capital allocator and charges clients a percentage of assets under management. Its advisory work focuses on discretionary portfolio management for individuals and small businesses. GBM notes affiliations that include a broker-dealer relationship and connections with other investment adviser entities. The firm is not positioned as an ESG investor and does not list pension consulting or multi-state adviser status.

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Public Holdings

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Location & Offices