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GIBBS WEALTH MANAGEMENT, LLC
CRD 281621File 801-123227
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$1.05B
Non-discretionary $19.0M
Clients
5,356
5,357 accounts
Employees
147
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 15, 2022
- Principal office
- 3980 OLD MILTON PARKWAY, ALPHARETTA, GA, 30005
- Phone
- 678-694-8770
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $19.0M
- Discretionary accounts
- 5,356
- Non-discretionary accounts
- 1
- Total accounts
- 5,357
- AUM per client
- $199K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 140 | $256.2M |
| Pension and profit sharing plans | Fewer than 5 | $19.0M |
| Individuals (other than high net worth individuals) | 5,216 | $789.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.