Gbm Wealth Management, Inc.
● SEC registered since 2024CRD 145049SEC# 801-129803Houston, TX
Reg. AUM
$346.4M
Employees
10
Accounts
546
Location
Houston, TX
Gbm Wealth Management, Inc. assets under management
Gbm Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2024. It reports $346.4 million in regulatory assets under management and employs 10 people.
Gbm Wealth Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jose Roberto MacOuzet Control | Chief Executive Officer | Under 5% | 2024 |
| Pamela Reynoso Control | Chief Compliance Officer | Under 5% | 2024 |
| Portfolio Investments, Inc. Control | Shareholder | Over 75% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Gbm Wealth Management, Inc. manage?
Gbm Wealth Management, Inc. reports $346.4 million in regulatory assets under management on its Form ADV.
How many employees does Gbm Wealth Management, Inc. have?
Gbm Wealth Management, Inc. reports 10 employees.
Where is Gbm Wealth Management, Inc. located?
Gbm Wealth Management, Inc. is based in Houston, TX and has been SEC-registered since 2024.
Does Gbm Wealth Management, Inc. disclose fund performance?
Gbm Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2700 Post Oak Blvd, Suite 1110, Houston, TX 77056 |
| Phone | (281) 745-9100 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$346.4M▲ 59%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$346.4Mregulatory AUM
Discretionary $306.8MNon-discretionary $39.6M