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
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 March 20, 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.
Latest 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%)
* 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.