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Jose Roberto MacOuzet

Chief Executive OfficerGbm Wealth Management, Inc.CRD 4058287

About Jose Roberto MacOuzet

Jose Roberto MacOuzet is listed as Chief Executive Officer at Gbm Wealth Management, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%. Jose Roberto MacOuzet is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Gbm Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jose Roberto MacOuzet work?

Jose Roberto MacOuzet is listed as Chief Executive Officer at Gbm Wealth Management, Inc. on SEC Form ADV.

How much of Gbm Wealth Management, Inc. does Jose Roberto MacOuzet own?

Form ADV reports a beneficial ownership band of Under 5%.

Gbm Wealth Management, Inc.

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2024
View Gbm Wealth Management, Inc. →

Portafolio Advisory Solutions LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2026
View Portafolio Advisory Solutions LLC →