GREAT GABLE WEALTH MANAGEMENT, LLC

315 S. Beverly Dr Suite 406
Beverly Hills, California 90212
Tel: 415-986-1116

About GREAT GABLE WEALTH MANAGEMENT, LLC

GREAT GABLE WEALTH MANAGEMENT, LLC, formally registered with the SEC as GREAT GABLE WEALTH MANAGEMENT, LLC. The firm was established in 03/05/2021. They have over 2 offices throughout the country.

GREAT GABLE WEALTH MANAGEMENT, LLC is a Beverly Hills, California based Financial Planning firm with nearly $135,828,182 assets under management, offering retirement planning & investment advisory services to 225 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297501
SEC#	801-120416
Assets Managed by Firm	$135,828,182
No. of Clients	225
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	225	$135,828,182
Individuals (other than high net worth individuals)	183	$33,383,003
High net worth individuals	39	$94,529,594
Pension and profit sharing plans	2	$4,550,950
Charitable organizations	1	$3,364,635

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