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GODSEY & GIBB WEALTH MANAGEMENT
GODSEY & GIBB INC
CRD 105650 · SEC 801-23685
6806 PARAGON PL, STE 230, RICHMOND, VA, 23230, United States
Phone
804-285-7333
Fax
804-285-9268
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.56B
Discretionary AUM
$1.55B
Team
23 total employees; 13 advisory reps
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES, TAX PREPARATION FEES
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $171.9M |
| High net worth individuals | 440 | $1.19B |
| Banking/thrift institutions | 23 | $40.4M |
| Pension/profit sharing plans | 38 | $36.9M |
| Charitable organizations | 9 | $23.4M |
| Corporations/business entities | 14 | $99.4M |
States served
VT, AL, AK, AZ, CA, CO, DE, DC, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, NV, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.youtube.com/@godseygibb
- https://www.youtube.com/@Planned_Ahead
- https://www.facebook.com/godseyandgibb
- https://www.plannedahead.com/
- https://www.linkedin.com/company/godseyandgibb-wealth-management
- https://www.instagram.com/plannedahead/
- https://www.facebook.com/plannedahead/
- https://www.godseyandgibb.com/
- https://www.linkedin.com/company/planned-ahead/
Official SEC filing: View on IAPD