| Name | Title | Ownership | Since |
|---|---|---|---|
| Jose Roberto MacOuzet Control | Chief Executive Officer | Under 5% | 2024 |
| Pamela Reynoso Control | Chief Compliance Officer | Under 5% | 2024 |
| Portfolio Investments, Inc. Control | Shareholder | Over 75% | 2006 |
Gbm Wealth Management, Inc. reports $217.7 million in regulatory assets under management on its Form ADV.
Gbm Wealth Management, Inc. reports 7 employees.
Gbm Wealth Management, Inc. is based in Houston, TX and has been SEC-registered since 2024.
Gbm Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2700 Post Oak Blvd, Suite 1110, Houston, TX 77056 |
| Phone | (281) 745-9100 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $190M |
| Non-discretionary | $27.7M |
| Total (RAUM) | $217.7M |