Jose Roberto MacOuzet
Chief Executive OfficerGbm Wealth Management, Inc.CRD 4058287
About Jose Roberto MacOuzet
Jose Roberto MacOuzet is listed as Chief Executive Officer at Gbm Wealth Management, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%. Jose Roberto MacOuzet is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Gbm Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jose Roberto MacOuzet work?
Jose Roberto MacOuzet is listed as Chief Executive Officer at Gbm Wealth Management, Inc. on SEC Form ADV.
How much of Gbm Wealth Management, Inc. does Jose Roberto MacOuzet own?
Form ADV reports a beneficial ownership band of Under 5%.
Gbm Wealth Management, Inc.
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Portafolio Advisory Solutions LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |