GREAT GABLE WEALTH MANAGEMENT, LLC

Overview

Great Gable Wealth Management, LLC is an independent registered investment adviser formed in 2021 that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and favors equity-oriented portfolios, using separately managed accounts (SMAs) and exchange-traded vehicles as core implementations. While the firm is not primarily a capital allocator to external managers, its regulatory filings indicate involvement as an adviser or sponsor and as a general partner/managing member of pooled investment vehicles, which suggests they may operate or seed private pooled structures in addition to advising client accounts. The firm does not list itself as an active ESG investor and maintains a single-state registration profile rather than a multi-state footprint. Its client base is concentrated on individual and family clients, and its advisory activity centers on personalized financial planning and portfolio construction rather than institutional pension consulting.

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Public Holdings

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Location & Offices