GBM Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$247,207,568
Clients
511
Advisors
10
of 10 employees
About
GBM Wealth Management provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, corporations, investment companies and select institutional clients, including insurance companies. The firm charges percentage‑of‑AUM advisory fees and primarily delivers continuous, discretionary portfolio management rather than packaged wrap programs.
The firm constructs customized portfolios using fundamental analysis and offers a range of strategies — conservative to aggressive, ETF‑focused, UCITS‑focused and quantitative approaches — and may implement third‑party model strategies or sub‑advisors. GBM Wealth operates both discretionary and non‑discretionary accounts, uses proprietary model portfolios for U.S. and non‑U.S. residents composed of ETFs and UCITS, and routes smaller accounts through a sub‑advisor/custodian arrangement with Xendia Wealth and Interactive Brokers.
Noteworthy distinctions include an affiliated broker‑dealer relationship with GBMI (which clears through Pershing) and disclosed sharing of certain transaction‑related fees, a formal sub‑advisory and revenue‑sharing arrangement with Xendia, and an unusually significant non‑U.S. client presence and explicit support for non‑U.S. model portfolios. The firm’s brochure emphasizes portfolio management and sub‑advisory services but does not describe standalone, ongoing financial planning as a core offering.
Client services
Expertise
Fee options
$0 - $49,999: 1.65% annually (Xendia sub-advised accounts) $50,001 - $100,000: 1.40% annually (Xendia sub-advised accounts) $100,001 - $200,000: 1.20% annually (Xendia sub-advised accounts) $200,001+: 1.00% annually (Xendia sub-advised accounts)
Account minimum: $10,000 (electronic platform), $250,000 (other platforms; waivable)
Main office
2700 Post Oak Blvd, Suite 1110
Houston TX 77056
Advisors at this office
10
Most active in
California · Delaware · Florida · Michigan · Texas
Also doing business as
Gbm Investor · Gbm Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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