Gbg Wealth Management LLC
● SEC registered since 2024CRD 333368SEC# 801-131408Lone Tree, CO
Reg. AUM
$23.8M
Employees
4
Accounts
89
Location
Lone Tree, CO
Gbg Wealth Management LLC assets under management
Gbg Wealth Management LLC is an SEC-registered investment adviser based in Lone Tree, CO. The firm has been registered since 2024. It reports $23.8 million in regulatory assets under management and employs 4 people.
Gbg Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaron E Turley Control | Member, Chief Compliance Officer | Under 5% | 2024 |
| Marcos Christian Goodman Control | Member | 25-50% | 2024 |
| Michael Todd Bosen Control | Member | 25-50% | 2024 |
Frequently asked questions
How much does Gbg Wealth Management LLC manage?
Gbg Wealth Management LLC reports $23.8 million in regulatory assets under management on its Form ADV.
How many employees does Gbg Wealth Management LLC have?
Gbg Wealth Management LLC reports 4 employees.
Where is Gbg Wealth Management LLC located?
Gbg Wealth Management LLC is based in Lone Tree, CO and has been SEC-registered since 2024.
Does Gbg Wealth Management LLC disclose fund performance?
Gbg Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10465 Park Meadows Dr, #107, Lone Tree, CO 80124 |
| Phone | 303-708-1640 |
| Fax | 303-708-1636 |
| Office hours | 9:00 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$23.8MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$23.8Mregulatory AUM
Discretionary $23.8M