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, investment companies, corporations and other business entities. The firm manages both discretionary and non‑discretionary accounts and reports roughly $346 million in assets under management across about 511 client relationships, delivered by a team of nine advisor representatives. The firm’s investment approach is largely fundamental and long‑term, emphasizing diversified allocations across equities, fixed income, mutual funds, ETFs and UCITS; it offers proprietary model portfolios for both U.S. and non‑U.S. residents and may implement strategies directly or via third‑party sub‑advisors. Smaller accounts are commonly managed through a sub‑advisory arrangement with Xendia Wealth and custodied at Interactive Brokers, while larger or high‑net‑worth accounts use custodians such as Pershing, Morgan Stanley, JP Morgan, UBS or Santander. GBM Wealth’s brochure highlights several features that distinguish it from many peers: an organizational affiliation with an in‑house broker‑dealer (GBMI) and a related Mexican broker‑dealer (GBM Casa de Bolsa) under common ownership, a tiered revenue‑sharing/sub‑advisory relationship with Xendia, and disclosures that affiliated entities receive portions of margin, wire and foreign fees. The brochure focuses on portfolio management and related custodial/sub‑advisory arrangements and does not describe a standalone financial planning service, while its use of UCITS and explicit model offerings for non‑U.S. residents suggests a more internationally oriented client mix than is typical for many team firms.

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.