Gbm Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 31, 2026, reports $346M in regulatory assets under management, 10 employees, and 546 accounts.
Assets Under Management
$346M
Employees
10
Offices
--
Total Clients
546
Primary office
HOUSTON, TX
2700 POST OAK BLVD, SUITE 1110, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
451
2
HNWI
11.0%
60
3
Corporations
5.9%
32
4
Irrevocable Trusts/Estates
0.5%
3
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$346Mas of March 31, 2026
Discretionary88.6%
$307M
89% of total RAUM88.6%
Non-discretionary11.4%
$40M
11% of total RAUM11.4%
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$346M
Total Accounts546
10Y AUM Change+$245M (+243.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee55:1
10Y Employee Change+8 (+400.0%)
* 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.