Gibbs Wealth Management, LLC
● SEC registered since 2022CRD 281621SEC# 801-123227Alpharetta, GA
Reg. AUM
$1.06B
Employees
147
Accounts
5,357
Location
Alpharetta, GA
Gibbs Wealth Management, LLC assets under management
Gibbs Wealth Management, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2022. It reports $1.1 billion in regulatory assets under management and employs 147 people.
Gibbs Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Roy Mowery Control | President | Under 5% | 2024 |
| Edward Byron Gibbs Control | Managing Member/Owner | Over 75% | 2015 |
| Susanne Marie Naso Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Gibbs Wealth Management, LLC manage?
Gibbs Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Gibbs Wealth Management, LLC have?
Gibbs Wealth Management, LLC reports 147 employees.
Where is Gibbs Wealth Management, LLC located?
Gibbs Wealth Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2022.
Does Gibbs Wealth Management, LLC disclose fund performance?
Gibbs 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 | 3980 Old Milton Parkway, Alpharetta, GA 30005 |
| Phone | 678-694-8770 |
| Fax | 404-475-3059 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.06B▲ 172%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.05BNon-discretionary $19M