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GBM WEALTH MANAGEMENT, INC.
CRD 145049File 801-129803
APPROVED
Retail clients
Disclosure events
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$346.4M
Below cohort median (national)
Discretionary AUM
$306.8M
Non-discretionary $39.6M
Clients
543
546 accounts
Employees
10
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 29, 2024
- Principal office
- 2700 POST OAK BLVD, SUITE 1110, HOUSTON, TX, 77056
- Phone
- (281) 745-9100
- Website
- https://www.gbminvestor.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $346.4M
- Discretionary AUM
- $306.8M
- Non-discretionary AUM
- $39.6M
- Discretionary accounts
- 539
- Non-discretionary accounts
- 7
- Total accounts
- 546
- AUM per client
- $638K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $68.7M |
| Insurance companies | Fewer than 5 | $7.0M |
| High net worth individuals | 60 | $148.7M |
| Individuals (other than high net worth individuals) | 451 | $98.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 546 | 543 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.