Gibbs Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated April 23, 2026, reports $1.1B in regulatory assets under management, 147 employees, 127 offices, and 5,357 accounts.
Assets Under Management
$1.1B
Employees
147
Offices
127 offices
Total Clients
5,356
Primary office
ALPHARETTA, GA
3980 OLD MILTON PARKWAY, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.4% of total clients.
Top client categories% of clientsClients
1
Individuals
97.4%
5,216
2
HNWI
2.6%
140
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 23, 2026
Discretionary98.2%
$1.0B
98% of total RAUM98.2%
Non-discretionary1.8%
$19M
2% of total RAUM1.8%
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$1.1B
Total Accounts5,357
10Y AUM Change+$963M (+941.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees147
Clients per Employee36:1
10Y Employee Change+126 (+600.0%)
* 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.