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Firm profile

Godsey & Gibb Wealth Management

RICHMOND, VACRD 105650Latest ADV May 5, 2026

Godsey & Gibb Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 20, 2026, reports $1.6B in regulatory assets under management, 23 employees, 4 offices, and 1,876 accounts.

Assets Under Management
$1.6B
Employees
23
Offices
4 offices
Total Clients
831
Primary office
RICHMOND, VA
6806 PARAGON PL, STE 230, RICHMOND, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOMichael R. Gibb
CCOBrittany P. Zorn
CFOMarc A. Verdi

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 52.9% of total clients.
Top client categories% of clientsClients
1
HNWI
52.9%
440
2
Individuals
36.9%
307
3
Pension Plans
4.6%
38
4
Banks
2.8%
23
5
Corporations
1.7%
14
Categories with <5 clients
Insurance companies<5 clients
Other<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.6Bas of May 5, 2026
Discretionary99.4%
$1.6B
99% of total RAUM99.4%
Non-discretionary0.6%
$10M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.6B
Total Accounts1,876
10Y AUM Change+$836M (+115.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees23
Clients per Employee36:1
10Y Employee Change+5 (+27.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.