Gbg Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lone Tree, CO. Its latest Form ADV filing, dated March 10, 2026, reports $24M in regulatory assets under management, 4 employees, 1 office, and 89 accounts.
Assets Under Management
$24M
Employees
4
Offices
1 office
Total Clients
31
Primary office
LONE TREE, CO
10465 PARK MEADOWS DR, #107, LONE TREE, CO, United States
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
21
2
Individuals
16.1%
5
3
Pension Plans
16.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24Mas of March 10, 2026
Discretionary100.0%
$24M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$24M
Total Accounts89
10Y AUM Change+$24M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee8:1
10Y Employee Change+1 (+33.3%)
* 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.