GIBBS WEALTH MANAGEMENT, LLC

ALPHARETTA, Georgia·2 registered advisors·CRD# 281621

SEC# 801-12322776678-694-8770

01

Firm Overview

AUM

$391M

Regulatory assets under management

Employees

21

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at GIBBS WEALTH MANAGEMENT, LLC

2 registered advisors

Daniel Roy Mowery

ALPHARETTA, Georgia

Edward Byron Gibbs

ALPHARETTA, Georgia

05

Office Locations

ALPHARETTA, Georgia

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Data sourced from SEC Form ADV filings. GIBBS WEALTH MANAGEMENT, LLC (CRD# 281621) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.