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 a privately owned registered investment adviser that focuses on portfolio management for individuals, families and small businesses while also acting as a capital allocator that selects third-party managers. The firm bills clients on a percentage-of-assets-under-management basis and does not present itself as an ESG-active manager. Its advisory services combine direct portfolio management with the use of outside advisers and alternative manager allocations.
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 10
Roy Ray
President, CEOCRD 6695154
Dustin Mitchell
Owner & CEOCRD 5338340
Anthony Montenegro
Chief Executive OfficerCRD 5727646
Contacts
3 of 57
Mary 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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