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Building 2GIBSON WEALTH ADVISORS, LLC

Map pin
Phone214-347-7475
NotebookSEC #801-123644
Total AUM
$186.1M
Employees
3
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 4PM
Monday - Friday
Phone
214-347-7475
Other Offices
4

ReceiptFinancials

Total AUM
$186.1M
Accounts
419
Discretionary
$186.1M
Accounts
419
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
128
AUM
$52M
HNW Individual Clients
65
AUM
$134.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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