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GIBSON MONROE WEALTH ADVISORS

GIBSON MONROE WEALTH ADVISORS LLC

CRD 324146

Visit website

2100 EMBARCADERO, #105, OAKLAND, CA, 94606, United States

Phone

(510) 229-7608

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$10.2M

Discretionary AUM

$10.0M

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals57$5.8M

All web addresses on file

Official SEC filing: View on IAPD