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GREAT GABLE WEALTH MANAGEMENT, LLC
Legal name: GREAT GABLE ADVISORS, LLC
CRD 297501File 801-120416
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$220.5M
Below cohort median (national)
Discretionary AUM
$220.5M
Clients
301
687 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 5, 2021
- Principal office
- 315 S. BEVERLY DR SUITE 406, BEVERLY HILLS, CA, 90212
- Phone
- 415-986-1116
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $220.5M
- Discretionary AUM
- $220.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 687
- Non-discretionary accounts
- 0
- Total accounts
- 687
- AUM per client
- $733K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 65 | $186.8M |
| Individuals (other than high net worth individuals) | 236 | $33.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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- Q11E4
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.