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 independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registered in 2022) and operates primarily for individual and family clients under a percentage-of-AUM fee model. Core advisory activities include discretionary portfolio management for individuals and small businesses and selecting third-party advisers for clients. The firm identifies as a capital allocator and does not position itself as an ESG-focused manager.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$639M in ETFs
92%
$591M
7%
$48.6M
| 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 | $54.4M | 441,601 | 8.50% |
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
Similar firms
PGI Wealth Management
RIAAlpharetta, GA
Avego Management, LLC
RIAAlpharetta, GA
Forthright Wealth Management, LLC
RIAAlpharetta, GA
Albritton Capital Management Co
RIAAlpharetta, GA
Wellspring Wealth Management LLC
RIAAlpharetta, GA
Wealth Science Advisors LLC
RIAAlpharetta, GA