GIBBS WEALTH MANAGEMENT, LLC
Adviser information for GIBBS WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 12 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,983 | $391.4M |
| Non-Discretionary | 0 | $0 |
| Total | 2,983 | $391.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,487 | $379.1M |
| HNW Individuals | 6 | $12.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123227 |
|---|---|
| SEC ERA File Number | 801-123227 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281621 |
| Legal Entity Identifier | None |
Principal Office
3980 OLD MILTON PARKWAYALPHARETTA
GA
United States
Monday - Friday, BY APPOINTMENT
Tel: 678-694-8770, Fax: 404-475-3059
Chief Compliance Officer
PETER VAN DE BEEK
485 MADISON AVE
NEW YORK
NY
United States
Tel:
212-751-4422
Fax:
404-475-3059
P*********@**************M
(Full email address available in API data)
Regulatory Contact
DAN MOWERY
PRESIDENT
3980 OLD MILTON PARKWAY
ALPHARETTA
GA
United States
Tel:
678-694-8997
Fax:
404-475-3059
D*********@**********************M
(Full email address available in API data)
Industry Affiliates
| GIBBS FINANCIAL GROUP | Insurance company or agency |
| SJM REAL ESTATE HOLDINGS, LLC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GIBBS, EDWARD, BYRON | Individual | – | MANAGING MEMBER/OWNER | 10/2015 | > 75% |
| vandeBeek, Peter, Tyler | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
| MOWERY, DANIEL, ROY | Individual | – | PRESIDENT | 01/2024 | < 5% |