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GIBBS WEALTH MANAGEMENT, LLC
CRD 281621 · SEC 801-123227
3980 OLD MILTON PARKWAY, ALPHARETTA, GA, 30005, United States
Phone
678-694-8770
Fax
404-475-3059
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.05B
Team
147 total employees; 59 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5216 | $789.6M |
| High net worth individuals | 140 | $256.2M |
States served
VT, AL, AZ, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MA, MI, MN, MS, MT, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, TX, HI, CT, FL
All web addresses on file
- http://www.cosaintadvisors.com
- http://www.gradygroupinc.com
- http://www.1stopulencefinancial.com
- http://www.reisingfinancial.com
- http://www.retallickfinancial.com
- http://www.retirehouston.com
- http://www.rosefinancialassociates.com
- http://hybridfinancialfreedom.com
- https://freedomdreamteaminc.com/
- https://babinfinancial.com/
- https://360fg.net/
- https://futurefocusfin.com/
- https://mtdfinancial.com/
- https://smartoptionsllc.com/
- https://mundt-associates.com/
- https://retirementbysrs.com/
- http://www.bakerrichardsfinancial.com
- https://suncrestwealth.com/
- https://teamnlwealthbuilders.com/
- http://www.tfswealth.com
- http://www.legacy360fwm.com
- https://compasswealth.net/
- http://www.legacygroupplanning.info
- http://www.turneyfinancial.com
- HTTPS://WWW.FACEBOOK/GIBBSFINANCIALGROUP
- http://www.twretirementstrategies.com
- http://www.bewealthful.com
- http://www.evergreenteaminsurance.com
- http://www.iwmis.com
- HTTPS://TWITTER.COM/GIBBSFINANCIAL
- HTTPS://WWW.LINKEDIN.COM/IN/GIBBSFINANCIALGROUP
- https://gibbswealthria.com/
- https://allenfinancial.net/
- http://www.mitchellfinancialgroup.com
- http://www.kneppfinancialgroup.com
- http://marathongroupfinancial.com
- https://yourfais.com/
- http://www.Americanprincipal.com
- https://danorfin.com/
- https://www.summerlinbenefitsconsulting.com/
- https://www.helpmejohnvt.com/
- HTTP://WWW.GIBBSFINANCIALGROUP.COM/
- http://www.financialresourcesgrp.com
- http://www.flyingeaglefinancial.com
- https://billsmithwealthmanagement.com/
- http://www.dpgsss.com
Official SEC filing: View on IAPD