GIBBS WEALTH MANAGEMENT, LLC

3980 Old Milton Parkway
Alpharetta, Georgia 30005
Tel: 678-694-8770

About GIBBS WEALTH MANAGEMENT, LLC

GIBBS WEALTH MANAGEMENT, LLC, formally registered with the SEC as GIBBS WEALTH MANAGEMENT, LLC. The firm was established in 02/15/2022. They have over 77 offices throughout the country.

GIBBS WEALTH MANAGEMENT, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $391,385,872 assets under management, offering retirement planning & investment advisory services to 2983 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281621
SEC#	801-123227
Assets Managed by Firm	$391,385,872
No. of Clients	2983
No. of Advisors	21

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2983	$391,385,872
Individuals (other than high net worth individuals)	2487	$379,084,660
High net worth individuals	6	$12,301,212

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