Investment adviser · CRD 281621
GIBBS WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
ALPHARETTA, GA, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $1.06B Form ADV · Item 5.F
- Client accounts
- 5,357 Accounts, not individual clients
- Employees
- 147 Reported in this filing
- Advisory professionals
- 59 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 5,216 | $789,574,190 | 74.2% |
| High-net-worth individuals | 140 | $256,247,735 | 24.1% |
| Retirement plans | Fewer than 5 | $19,000,000 | 1.8% |
Filing source
Form ADV 2129136 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
3980 OLD MILTON PARKWAYALPHARETTA, GA, 30005, United States
CRD 281621
Filing source
Form ADV 2129136 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.