GIBBS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 281621
- Registered since
- February 15, 2022
- Website
- gibbswealthria.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals74.15%
- HNWI24.06%
- Pension & Profit Sharing Plans1.78%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gibbs Wealth Management, LLC is an SEC-registered limited liability company that serves individual and family clients as a fee-based wealth manager. The firm acts as a capital allocator and provides discretionary portfolio management for individuals and small businesses, as well as the selection of third-party advisers. Its fee model is a percentage-of-AUM arrangement. Gibbs reports it is not an active ESG investor and lists an affiliation with an insurance company. The firm was registered with the SEC in 2022 and is owned by an individual. Filings identify equities as the preferred asset class and show a focus on exchange-traded instruments for portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Investment Grade Corp Bonds12%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
3 of 9ROY RAY
President, CEOCRD 6695154
DUSTIN MITCHELL
Owner & CEOCRD 5338340
ANTHONY MONTENEGRO
Chief Executive OfficerCRD 5727646
Contacts
3 of 57Mary Deutsch
Investment Adviser RepresentativeCRD 8092945
EVAN ALLEN
Financial AdvisorCRD 8041006
LAURA PESEK
PresidentCRD 2382412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$493M in ETFs
94%
$463M
6%
$29.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $38.6M | 393,753 | 7.82% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3980 Old Milton Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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