GIBSON WEALTH ADVISORS, LLC

Adviser information for GIBSON WEALTH ADVISORS, LLC last updated from Form ADV on March 27th, 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 Texas, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 396 $140.1M
Non-Discretionary 0 $0
Total 396 $140.1M

Clients

Type Number RAUM
Individuals 63 $13.1M
HNW Individuals 89 $127.0M
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
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-123644
SEC ERA File Number 801-123644
SEC CIK Numbers None
SEC CRD Numbers 285077
Legal Entity Identifier None

Principal Office

1015 PRUITT PLACE
SUITE 105
TYLER
TX
United States
Monday - Friday, 9AM - 4PM
Tel: 214-347-7475, Fax: None

Chief Compliance Officer

ALLEN GIBSON
MANAGING MEMBER
1015 PRUITT PLACE
SUITE 105
TYLER
TX
United States
Tel: 214-347-7475
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GIBSON, ALLEN, ROBERT Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 11/2016 > 75%

No. Employees, Historic

105020222023202420252 on 3/8/20222 on 3/20/20232 on 8/9/20233 on 3/27/2024

RAUM, Historic

200M100M02022202320242025114653700 on 3/8/2022118831929 on 3/20/2023118831929 on 8/9/2023140122615 on 3/27/2024

No. Clients, Historic

40020002022202320242025349 on 3/8/2022179 on 3/20/2023179 on 8/9/2023152 on 3/27/2024