Investment adviser · CRD 297501
GREAT GABLE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
GREAT GABLE ADVISORS, LLC
BEVERLY HILLS, CA, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $221M Form ADV · Item 5.F
- Client accounts
- 687 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 65 | $186,771,058 | 84.7% |
| Individuals | 236 | $33,763,839 | 15.3% |
Filing source
Form ADV 2059134 · Mar 16, 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: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
315 S. BEVERLY DR SUITE 406BEVERLY HILLS, CA, 90212, United States
CRD 297501
Filing source
Form ADV 2059134 · Mar 16, 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.