Gibson Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285077
- Registered since
- April 12, 2022
- Website
- gibsonwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.05%
- Individuals27.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Gibson Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves primarily individual and family clients and bills on a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm is not flagged as an active ESG investor and is not classified as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities18%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Contacts
3 of 4
Victor Williams
Financial AdvisorCRD 4219425
Kylar Gee
Financial AdvisorCRD 7009516
Allen Gibson
Founder & CCOCRD 2192804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$133M in ETFs
100%
$133M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $51.7M | 139,687 | 39.02% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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