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Building 2GIBBS WEALTH MANAGEMENT, LLC

Map pinALPHARETTA, GA
Phone678-694-8770
NotebookSEC #801-123227
Total AUM
$1.1B
Employees
147
Clients
5,357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3980 OLD MILTON PARKWAY
ALPHARETTA
GA 30005
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
678-694-8770
Other Offices
127

ReceiptFinancials

Total AUM
$1.1B
Accounts
5,357
Discretionary
$1B
Accounts
5,356
Non-Discretionary
$19M
Accounts
1

ContactClients

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Individual Clients
5,216
AUM
$789.6M
HNW Individual Clients
140
AUM
$256.2M
Pension/Profit Sharing Plan Clients
1
AUM
$19M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Court Violation FindingOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALAZCACOCTFLGAHIIAIDILINKSKYLAMAMIMNMOMSMTNCNJNVNYOHORPASCTNTXUTVAVTWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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