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GBM Wealth Management, Inc.

Updated today

Client AUM

$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

Portfolio management

Expertise

Passive / index investing

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Fee options

Percentage

$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)

Other

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

Advisors at this firm

user avatar

Raymundo C

CFA®, Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Raymundo Cobo Avila is a CFA® charterholder with 14 years of industry experience, currently affiliated with GBM Wealth Management, Inc. in Houston, TX. His professional background includes multiple roles within GBM Wealth Management and related entities since 2012. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a diverse range of strategies, operating both discretionary and non-discretionary accounts with a significant non-U.S. client presence.

Passive / index investing
user avatar

Mariana C

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with one year of industry experience. Prior to her current roles at GBM Wealth Management, LLC and GBM International, Inc., she spent ten years with Lifestyles & Heritage Brands of Mexico. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm focuses on customized portfolio construction using fundamental analysis and offers a variety of strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Passive / index investing
user avatar

Jose M

Series 63, Series 66

Houston, TX

GBM Wealth Management, Inc.

Jose Macouzet is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His background includes roles at multiple GBM entities and firms such as Portfolio Investments, Inc. and Citicorp Investment Services. Outside of advising, he is the owner of LUNIMAC, LLC, and a passive investor in NILUMAC LLC, a company involved in real estate, hospitality, and travel in Mexico. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm focuses on customized portfolio construction using fundamental analysis and offers a variety of strategies across both U.S. and non-U.S. markets, operating primarily through discretionary portfolio management.

Passive / index investing
user avatar

Pamela R

Series 63, Series 66

Houston, TX

GBM Wealth Management, Inc.

Pamela Reynoso is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Portafolio Advisory Solutions LLC and several GBM-affiliated entities spanning over a decade. Reynoso also works with Portfolio Investments, Inc., where she has been active since 2016. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis across a range of strategies and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Passive / index investing
user avatar

Desiree M

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Desiree Meixueiro Luna is a financial advisor with GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 credentials and has four years of industry experience. Her prior work includes roles at GBM International, Inc. and Grupo Bursátil Mexicano, Casa de Bolsa SA de CV. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm uses fundamental analysis to construct customized portfolios across a range of strategies and manages both discretionary and non-discretionary accounts, with particular expertise in serving non-U.S. clients.

Passive / index investing
user avatar

Gonzalo U

Series 66

Houston, TX

GBM Wealth Management, Inc.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining GBM Wealth Management, he worked at GBM International, Inc. and GBM Mexico, and has experience in academic roles at Anahuac University and Ibero University. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional clients. The firm emphasizes customized portfolio construction using fundamental analysis and offers various strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Passive / index investing
user avatar

Rosa F

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Rosa Flores Aranda is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior work includes roles at Intercam Casa De Bolsa and Grupo Financiero Banorte. 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 offers customized portfolios using fundamental analysis and a range of investment strategies, serving both U.S. and non-U.S. residents with discretionary and non-discretionary accounts.

Passive / index investing
user avatar

Mayra R

Series 66

Houston, TX

GBM Wealth Management, Inc.

Mayra Rodriguez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. She previously worked at Monex Asset Management, Inc. and Monex Securities, Inc. for three years and has additional experience running a home organization business. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a range of investment strategies, serving both U.S. and non-U.S. clients with discretionary and non-discretionary accounts.

Passive / index investing
user avatar

Valentina B

Series 66

Houston, TX

GBM Wealth Management, Inc.

Valentina Beraud Macgowan is an advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 credential with one year of industry experience. Her prior work includes roles at GBM International, Inc., Bodyguard.AI, and ESSCA, among others. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a variety of investment strategies, including ETF-focused and quantitative approaches, serving both U.S. and non-U.S. clients with discretionary and non-discretionary account management.

Passive / index investing
user avatar

Pedro G

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as involvement with the University of Houston. GBM Wealth Management provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm employs fundamental analysis to construct portfolios across a range of strategies and serves both U.S. and non-U.S. clients, offering discretionary and non-discretionary account management.

Passive / index investing
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