A complete list of active advisors currently associated with GBM Wealth Management, Inc.

Warmer can help you find a great advisor at GBM Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at GBM Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.