GBG WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2024

Total AUM

$23.8M

Discretionary

$23.8M

100% of AUM

Avg account

$267K

Accounts

Employees

Advisory reps

Firm details

Headquarters: LONE TREE, Colorado
CRD number: 333368
Registered since: November 4, 2024
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.96%
Individuals6.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

GBG Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. Ownership is held by an individual and the firm positions itself as a capital allocator that serves both individual/family and institutional clients. Its revenue is collected through a mix of asset‑based fees and fixed fees. Advisory services reported include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars or workshops. The firm is not identified as an active ESG investor. Filings also show affiliations consistent with operating or sponsoring pooled investment vehicles and acting in roles such as sponsor, general partner, or managing member.