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GIBBS WEALTH MANAGEMENT, LLC
CRD 281621File 801-123227
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 28, 2026
Feed vintage Oct 1, 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
- Website
- https://gibbswealthria.com/
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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Custody | No | Yes | |
| May 1, 2026 | AUM | $1,061,421,925 | $1,064,821,925 | increased by$3,400,000 |
| Apr 1, 2026 | Employees | 126 | 147 | increased by21 |
| Apr 1, 2026 | Clients | 4,407 | 5,356 | increased by949 |
| Apr 1, 2026 | AUM | $639,157,693 | $1,061,421,925 | increased by$422,264,232 |
| Apr 1, 2026 | Accounts | 5,460 | 5,357 | decreased by103 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 126 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 767 | 4,407 | increased by3,640 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $102,227,838 | $639,157,693 | increased by$536,929,855 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 767 | 5,460 | increased by4,693 |
| Mar 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GIBBS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GIBBS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.