GAMA Wealth Management, LLC

GAMA Wealth Management primarily serves high‑net‑worth individuals and currently manages about $29.6 million across nine client accounts through an asset management program offered exclusively on a wrap‑fee basis. The firm provides discretionary portfolio management across individual stocks and bonds, ETFs, mutual funds, options and other public and private investments.

Accounts are managed on an individualized, discretionary basis with regular supervision and periodic reviews (at least quarterly and annually) and rebalancing as needed; the firm’s investment methods include fundamental analysis, asset allocation, mutual fund/ETF analysis, and strategies that range from long‑term holdings to short‑term trading, margin transactions and option writing (including covered calls). Clients may place reasonable restrictions on holdings and the firm monitors portfolios for performance deviations (e.g., +/-5%) that could prompt rebalancing or strategy changes.

Noteworthy aspects relative to peers are that the firm sponsors and operates its own wrap‑fee program and manages all wrap accounts internally as the sole portfolio manager, and it maintains a small, concentrated client base with a reported material share of non‑U.S. clients—features that can influence trade execution and custody arrangements. The firm recommends custodians such as RBC Capital Markets and Interactive Brokers and discloses receipt of custodian‑provided services and economic benefits that may create conflicts of interest to be managed.