GBM WEALTH MANAGEMENT, INC.

CRD 145049 · SEC 801-129803

2700 POST OAK BLVD, SUITE 1110, HOUSTON, TX, 77056, United States

Phone

(281) 745-9100

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$346.4M

Discretionary AUM

$306.8M

Team

10 total employees; 8 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-06-10

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	451	$98.5M
High net worth individuals	60	$148.7M
Corporations/business entities	32	$68.7M

CA, MI, TX, FL

Official SEC filing: View on IAPD