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Gbg Wealth Management LLC

● SEC registered since 2024CRD 333368SEC# 801-131408Lone Tree, CO
Export (members)
Reg. AUM
Employees
3
Accounts
Location
Lone Tree, CO

Gbg Wealth Management LLC assets under management

Gbg Wealth Management LLC is an SEC-registered investment adviser based in Lone Tree, CO. The firm has been registered since 2024. It employs 3 people.

Gbg Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Jaron E Turley ControlMember, Chief Compliance OfficerUnder 5%2024
Marcos Christian Goodman ControlMember25-50%2024
Michael Todd Bosen ControlMember25-50%2024

Frequently asked questions

How many employees does Gbg Wealth Management LLC have?

Gbg Wealth Management LLC reports 3 employees.

Where is Gbg Wealth Management LLC located?

Gbg Wealth Management LLC is based in Lone Tree, CO and has been SEC-registered since 2024.

Does Gbg Wealth Management LLC disclose fund performance?

Gbg Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10465 Park Meadows Dr, #107, Lone Tree, CO 80124
Phone303-708-1640
Fax303-708-1636
Office hours9:00 - 5:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo