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GBG WEALTH MANAGEMENT LLC
CRD 333368 · SEC 801-131408
10465 PARK MEADOWS DR, #107, LONE TREE, CO, 80124, United States
Phone
303-708-1640
Fax
303-708-1636
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.8M
Discretionary AUM
$23.8M
Team
4 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.4M |
| High net worth individuals | 21 | $22.3M |
| Pension/profit sharing plans | 5 | $0 |
States served
AZ, CO, TX
All web addresses on file
Official SEC filing: View on IAPD