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, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves individual and family clients on a percentage-of-AUM fee model and focuses on portfolio management for individuals and small businesses plus the selection of other advisers. Gibbs identifies as a capital allocator, which aligns with its use of third‑party managers and private-market exposure. The firm is not an active ESG investor and lists an insurance company among its industry affiliations.
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
Lisa Brumfield
Founder & CEOCRD 3247177
Susanne Naso
Chief Compliance OfficerCRD 4243529
Peter Dotson
Founder, CEOCRD 5483835
Contacts
3 of 59
Justin Mundt
Agency OwnerCRD 5652696
Ronald Litteral
Investment Advisor RepresentativeCRD 5762717
Gregory Babcock
OwnerCRD 5851629
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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