GBM WEALTH MANAGEMENT, INC.

Overview

GBM Wealth Management, Inc. is a fee-based investment adviser that runs a predominantly equity-oriented portfolio program for individual, family and select institutional clients. The firm operates as a capital allocator, favoring exchange-traded equities as its primary vehicle while maintaining discretionary authority over most client accounts. Its stated advisory activity centers on portfolio management for individuals and small businesses, and it charges a percentage-of-AUM fee. GBM Wealth Management, Inc. is registered with the SEC as of 2024, is affiliated with a broker‑dealer, and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices