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 advisory firm organized as a limited liability company and operational since 2022. The firm serves individual and family clients on a fee‑based, percentage‑of‑AUM model and acts as a capital allocator that both manages portfolios and selects third‑party advisers. Its advisory scope emphasizes portfolio management for individuals and small businesses and the selection of outside managers. Gibbs does not identify as an active ESG investor.
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 58
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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