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Gibbs Wealth Management, LLC

● SEC registered since 2022CRD 281621SEC# 801-123227Alpharetta, GA
Export (members)
Reg. AUM
$639.2M
Employees
126
Accounts
5,460
Location
Alpharetta, GA

Gibbs Wealth Management, LLC assets under management

Gibbs Wealth Management, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2022. It reports $639.2 million in regulatory assets under management and employs 126 people.

Gibbs Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Askari J FoyChief Compliance OfficerUnder 5%2025
Daniel Roy MoweryPresidentUnder 5%2024
Edward Byron Gibbs ControlManaging Member/OwnerOver 75%2015

Frequently asked questions

How much does Gibbs Wealth Management, LLC manage?

Gibbs Wealth Management, LLC reports $639.2 million in regulatory assets under management on its Form ADV.

How many employees does Gibbs Wealth Management, LLC have?

Gibbs Wealth Management, LLC reports 126 employees.

Where is Gibbs Wealth Management, LLC located?

Gibbs Wealth Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2022.

Does Gibbs Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address3980 Old Milton Parkway, Alpharetta, GA 30005
Phone678-694-8770
Fax404-475-3059
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$623.8M
Non-discretionary$15.4M
Total (RAUM)$639.2M