Gibbs Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Gibbs Wealth Management reports 5,356 clients. They include 5,216 individual clients and 140 high-net-worth individuals. Of its assets, 98.2% ($1.05B across 5,356 accounts) are managed with discretion; $19M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 74% |
| High-net-worth individuals | 3% | 24% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5,216 | $790M | 74.2% | $151K |
| High-net-worth individuals | 140 | $256M | 24.1% | $1.83M |
| Pension and profit-sharing plans | Fewer than 5 | $19M | 1.8% | — |
| Total | 5,356 | $1.06B | 100% | — |
- Clients
- 5,216
- Regulatory AUM
- $790M
- AUM share
- 74.2%
- Avg. per client
- $151K
- Clients
- 140
- Regulatory AUM
- $256M
- AUM share
- 24.1%
- Avg. per client
- $1.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $19M
- AUM share
- 1.8%
- Avg. per client
- —
Total
- Clients
- 5,356
- Regulatory AUM
- $1.06B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Gibbs Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Edward Gibbs owns 75% or more of Gibbs Wealth Management. The leadership team of Gibbs Wealth Management includes President Daniel Mowery and Chief Compliance Officer Susanne Naso. It has 147 employees, 59 of them in advisory roles.
Leadership
- Daniel MoweryPresident
- Susanne NasoChief Compliance Officer
- Edward GibbsManaging Member/Owner
Investment adviser representatives
68 representatives listed in the SEC register as of 9 October 2026.
- Frederick Howard Adler JR
- Cory Stewart Allen
- Evan Robert Allen
- Robert Arthur Allen
- Tovey Jay Allen
- Gregory Miles Babcock
- Emile Joachim Babin
- Stephen Schoen Baldwin
- Kurtis Wesley Barnett
- Ryan Melay Bauman
- Lisa Gail Brumfield
- Ryan John Brummans
- Rocky Lee Campbell
- Jessica M Castle
- Anthony James Nichlos Cervone
- Douglas A Clancy JR
- Keegan Colangelo
- Mary Tabitha Deutsch
- Jesse Logan Dietz
- Peter William Dotson
- Nicholas Anthony Duncheon
- Jackson Nathaniel Favors
- Cherisse Juliana Ferrier-Yarde
- Edward Byron Gibbs
- Jeffrey Dale Girard
- Brendan Vincent Grady
- Dustin Patrick Grimes
- Chyenne Renee Hayes
- Steven William Holland
- Breck Jacobs
- Andrew Ross Kagan
- Steven James Katz
- Jon-Jon Knepp
- Arika L Larson
- Salvatore Antonio Lavely
- Michael Allen Lee
- Derick O'Niel Legg
- Ronald Litteral JR.
- Jonathan Loyhayem
- Jason McGilvery
- Dominick Anthony Messina
- Robert Steven Messina
- Dustin Brandt Mitchell
- Anthony Michael Montenegro
- Daniel Roy Mowery
- Theodore M Moyer
- Justin Duane Mundt
- McGarry P Murray II
- John Olaf Olson JR
- Daniel Patrick Orfin
- Wendy Zane Pang
- Laura Ann Pesek
- Andrew Robert Pieracini
- Roy Leigh Ray
- John Paul Reising
- Donald Lewis Retallick III
- Nicholas Allen Rigano
- Michael Joseph Santos
- Adam Henry Schutter
- William Earl Smith
- Charles Jacob Staton
- Stacy Jane Summerlin
- Kelly C Tully
- Justin Turney
- Judith Ann Villella
- Thomas Warren Watson
- Martin D. Weiss
- Brian Wade Whitaker
Staff
- 147 employees
- 59 in advisory functions
- 65 state-registered reps
- 56 insurance agents
- Owns 75% or more of Gibbs Wealth Management, LLC
Edward Gibbs
Control person · since October 2015
Gibbs Wealth Management’s regulatory assets grew 10.4× from $102M (May 2022) to $1.06B (August 2026); clients rose from 767 to 5,356 and employees from 21 to 147.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.06B | 5,356 | 147 | 128 |
| July 2025 | $639M | 4,407 | 126 | 77 |
| July 2024 | $391M | 2,493 | 21 | 77 |
| August 2023 | $200M | 1,597 | 21 | 28 |
| May 2022 | $102M | 767 | 21 | 17 |
Besides its headquarters, Gibbs Wealth Management has 127 offices, with 129 listed addresses across 28 states.
California · 19 listed addresses
- 155 North Lake Ave, Pasadena
- 3500 West Olive Avenue, Burbank
- 23206 Lyons Avenue, Newhall
- 6800 Owensmouth Ave, Canoga Park
- 24641 Washington Ave., Murrieta
- 100 E. San Marcos BLVD., San Marcos
- 12544 High Bluff DR., San Diego
- 609 Deep Valley Drive, Rolling Hills Estates
- 4115 Blackhawk Plaza Circle, Danville
- 19112 Gridley RD, Cerritos
- 1540 Eureka Road, Roseville
- 6950 Santa Teresa BLVD., San Jose
- 100 S Murphy Ave, Sunnyvale
- 2655 First St., Simi Valley
- 520 Broadway, Santa Monica
- 29800 Agoura Road, Agoura Hills
- 660 Newport Center DR, Newport Beach
- 450 N Brand BLVD., Glendale
- 3610 Central Avenue, Riverside
Florida · 10 listed addresses
- 5641 W. Gulf to Lake Hwy, Crystal River
- 11512 Lake Mead Ave, Jacksonville
- 630 Kingsley Ave., Orange Park
- 9961 Interstate Commerce DR, Fort Myers
- 2764 Sunset Point RD, Clearwater
- 27911 Crown Lake BLVD., Bonita Springs
- 1500 East Venice Ave., Venice
- 1990 Main St., Sarasota
- 57 Homegrown Way, Yulee
- 10752 Deerwood Park BLVD., Jacksonville
Indiana · 10 listed addresses
- 250 N. Main Street, Crown Point
- 1251 N Eddy Street, South Bend
- 457 S. Campbell Street, Valparaiso
- 408 Perry Street, Laporte
- 500 N. Nappanee Street, Elkhart
- 205 Main St, Jasper
- 1650 W. 45th Street, Munster
- 11413 Lantern Road, Fishers
- 9522 Lima RD, Fort Wayne
- 1211 Tutor Lane, Evansville
Michigan · 8 listed addresses
- 122 Uptown, Bay City
- 3120 South BLVD., Bloomfield TWP.
- 3133 Van Horn, Trenton
- 10315 Grand River, Brighton
- 325 E. Maumee St., Adrian
- 1401 North 26th St, Escanaba
- 9424 Newburgh Road, Livonia
- 5066 E. Hill Road, Grand Blanc
Georgia · 7 listed addresses
- 3980 Old Milton Parkway, AlpharettaHQ
- 507 Ocean BLVD., St. Simons Island
- 1755 North Brown Road, Lawrenceville
- Meritage Centre, Douglasville
- 125 Town Park Drive, Kennesaw
- 5555 Glenridge Connector, Sandy Springs
- 127 Abercorn Street, Savannah
Illinois · 7 listed addresses
- 1111 S Alpine RD, Rockford
- 5758 Elaine DR, Rockford
- 15010 S. Ravinia Ave, Orland Park
- 4190 Euclid Ave., Rolling Meadows
- 5250 Old Orchard RD., Skokie
- 100 Illinois St., St. Charles
- 1 Westbrook Corporate Center, Westchester
Ohio · 7 listed addresses
- 103 B Degroff Ave., Archbold
- 1590 Albon Road, Holland
- 410 S. Front Street, Fremont
- 15271 US 224 East, Findlay
- 315 N. Elizabeth Street, Lima
- 445 Hutchinson Ave., Columbus
- 3250 Levis Commons BLVD., Perrysburg
Texas · 7 listed addresses
- 2001 Timber Creek RD, Flower Mound
- 1701 River Run, Fort Worth
- 3303 North 3rd Street, Abilene
- 12600 N. Featherwood Drive, Houston
- 205 E. Bridge Street, Granbury
- 610 Uptown BLVD, Cedar Hill
- 1560 E Southlake BLVD, Southlake
Iowa · 6 listed addresses
- 1817 State Highway 9, Decorah
- 3336 Kimball Ave, Waterloo
- 1052 University Ave, Dubuque
- 6600 Westown Parkway, West Desmoines
- 2550 Middle Road, Bettendorf
- 1425 Boyson Road, Hiawatha
Louisiana · 6 listed addresses
- 830 3rd Street, Gretna
- 3769 Pontchartrain Drive 9 1, Slidell
- 3224 N Turnball DR, Metairie
- 5658 W Main Street, Houma
- 4720 Bluebonnet BLVD, Baton Rouge
- 1070-B West Causeway Approach, Mandeville
Utah · 6 listed addresses
- 1785 East 1450 South, Clearfield
- 701 S. Main St., Logan
- 2825 E. Cottonwood Pkwy., Cottonwood Heights
- 3450 Triumph BLVD., Lehi
- 1173 S. 250 W., St. George
- 202 East 5900 South, Salt Lake City
Minnesota · 5 listed addresses
- 1249 Whitewater Avenue, Saint Charles
- 1530 Greenview Drive SW, Rochester
- 306 Main Street, La Crescent
- 1176 Frontage Road East, Owatonna
- 308 4th Avenue NW, Austin
Colorado · 4 listed addresses
- 8354 Northfield BLVD, Denver
- 4770 Baseline RD, Boulder
- 750 W. Eisenhower BLVD, Loveland
- 5925 E. Evans Ave, Denver
Tennessee · 4 listed addresses
- 315 W. Bockman Way, Sparta
- 9111 Cross Park DR, Knoxville
- 555 Marriott DR., Nashville
- 200 W Martin Luther King BLVD, Chattanooga
Arizona · 3 listed addresses
- 1151 S. La Canada DR, Green Valley
- 2959 N. Swan RD, Tucson,
- 7070 N. Oracle RD, Tucson
Pennsylvania · 3 listed addresses
- 100 Emerson Lane, Bridgeville
- 2767 Geryville Pike, Pennsburg
- 4 Lemoyne Drive, Lemoyne
Wisconsin · 3 listed addresses
- 116 North Dodge Street, Burlington
- 740 Pilgrim Pkwy, Elm Grove
- W177N9856 Rivercrest Drive, Germantown
Kentucky · 2 listed addresses
- 1727 Sweeney Street, Owensboro
- 200 Whittington Pkwy, Louisville
Mississippi · 2 listed addresses
- 178 Main St, Biloxi
- 4322 Park Ten DR, Diamondhead
North Carolina · 2 listed addresses
- 2144 Page Road, Durham
- 522 Main Street, Pineville
Alabama · 1 listed address
- 2081 Columbiana Road, Birmingham
Hawaii · 1 listed address
- 725 Kapiolani BLVD., Honolulu
Idaho · 1 listed address
- 800 W Main St., Boise
Kansas · 1 listed address
- 10820 Shawnee Mission Parkway, Shawnee
Massachusetts · 1 listed address
- 99 Derby Street, Hingham
Vermont · 1 listed address
- 400 Cornerstone Drive, Williston
Washington · 1 listed address
- 9 Lake Bellevue Drive, Bellevue
West Virginia · 1 listed address
- 5000 Greenbag Road Office, Morgantown
Other business names
Gibbs Wealth Management has reported 45 other business names to the SEC.
- 360 Wealth Management, LLC
- Absolute Wealth Management, LLC
- Alevo Wealth Management
- Allen Wealth & Asset Management
- American Principal Wealth Management
- Babin & Associates Financial Advisors
- Baker Richards Wealth Management
- Baldwin Financial Group
- Beacon Wealth Management
- Bill Smith Wealth Management, LLC
- Compass Wealth Management
- Cosaint Advisors, LLC
Show all 45 names
- Diversified Wealth Management
- Evergreen Team Wealth Management, LLC
- FDT Wealth Management, Inc.
- Financial Resources Group
- Flying Eagle Wealth Management
- Future Focus Wealth Management
- Grady Group Wealth Management LLC
- Great Lakes Wealth Management, LLC
- Grimes Financial Group
- Harper Wealth Management
- Hybrid Wealth Management
- Knepp Wealth Management, LLC
- Legacy 360 Wealth Management, LLC
- Legacy Group Wealth Management
- MTD Wealth Management
- Marathon Group Wealth Management
- Messina'S Wealth Advisors
- Mipro Wealth Management
- Mitchell Wealth Management, LLC
- Mundt Wealth Management
- Retallick Wealth Management
- Retirement Planners of Texas
- Rose Financial Management
- SBC Wealth Management
- SRS Wealth Management
- Smart Wealth Management
- Suncrest Wealth Advisors, LLC
- TLL Wealth Management, LLC
- TW Wealth Management
- Team N&L Wealth Management
- Total Financial Wealth Management
- Turney Wealth Management, LLC
- Wealthful LLC
Contact and registration details
- Legal name
- Gibbs Wealth Management, LLC
- Headquarters
- 3980 Old Milton Parkway, Alpharetta, GA 30005
- Website
- gibbswealthria.com
- Phone
- 678-694-8770
- SEC file
- 801-123227
- Structure
- Georgia LLC
- Fiscal year end
- December
Gibbs Wealth Management uses Charles Schwab ($989M) as custodian for its separately managed accounts. Gibbs Wealth Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $989M100%
At year end, Gibbs Wealth Management’s separately managed accounts were mostly in stocks (77%) and bonds (13%). Its reported 13F holdings for the quarter ended 31 March 2026 total $762M across 433 positions; the largest are SPDR Series Trust (5.1%), SPDR Index Shs Fds (4.3%) and SPDR Series Trust (3.2%).
What the accounts hold
- Stocks77%
- Funds6%
- Bonds13%
- Investment grade corporate bonds12%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $762M
- Reported 13F value
- 433
- Positions
- 29.0%
- In the 10 largest
- —
- Value vs. prior quarter
- SPDR Series Trust · State Street Spd5.1%
- SPDR Index Shs Fds · State Street Spd4.3%
- SPDR Series Trust · State Street Spd3.2%
- iShares TR · 0-5yr HI YL CP2.9%
- Nvidia Corporation2.7%
- iShares TR · US Treas BD ETF2.6%
- SPDR Series Trust · State Street Spd2.5%
- SPDR Series Trust · State Street Spd2.1%
- Vanguard Scottsdale Fds · Int-term Corp.2.1%
- SPDR Series Trust · State Street Spd1.7%
Together, the ten largest are 29.0% of reported value.
How many clients does Gibbs Wealth Management have?
Gibbs Wealth Management has 5,356 clients and manages $1.06 billion for them, as of August 2026. They include 5,216 individual clients and 140 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Gibbs Wealth Management offer?
Gibbs Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gibbs Wealth Management use?
Gibbs Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $989M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Gibbs Wealth Management have?
Gibbs Wealth Management has 65 investment adviser representatives registered with state securities authorities, out of 147 employees, and 59 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 56 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gibbs Wealth Management invest in?
At the end of its last fiscal year, Gibbs Wealth Management’s separately managed accounts held 77% exchange-traded equities, 12% investment grade corporate bonds, 6% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gibbs Wealth Management?
Gibbs Wealth Management’s direct owner is Edward Gibbs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Gibbs Wealth Management get paid?
Gibbs Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Gibbs Wealth Management registered with the SEC?
Yes, Gibbs Wealth Management has been registered with the SEC as an investment adviser since 15 February 2022. Its CRD number is 281621 and its SEC file number is 801-123227.
Source: Form ADV Part 1A, Item 1, filed 28 August 2026; IAPD firm record
How do I contact Gibbs Wealth Management?
Gibbs Wealth Management’s main office is at 3980 Old Milton Parkway, Alpharetta, GA 30005. Its phone number is 678-694-8770. Its website is gibbswealthria.com.