Great Gable Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Great Gable Wealth Management provides discretionary portfolio management and related financial planning to high‑net‑worth individuals, trusts, estates, charitable organizations, and small businesses. Financial planning is offered only to clients who also receive portfolio management and is included without a separate advisory charge.
The firm manages balanced portfolios targeting capital appreciation through an equity and fixed‑income allocation, using free‑cash‑flow analysis, value‑based metrics, and assessments of competitive advantage to identify opportunities. GGA may occasionally employ options, margin, and shorter‑term trading, and reviews client accounts at least monthly.
GGA is affiliated with an adviser that sponsors pooled investment vehicles (the Great Gable Partners Funds), and clients may invest in those funds; the firm discloses that certain firm personnel may receive incentive allocations from the funds while GGA does not assess its standard management fee on assets invested in them and relies on CCO oversight and procedural safeguards to mitigate conflicts. The brochure also discloses that some supervised persons hold insurance appointments and receive referral‑based compensation from retirement platforms, and that a team member has prior broker‑dealer disciplinary disclosures from earlier employment.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Fee-only: No separate fee for financial planning services; management fees only.
Main office
See office315 S. Beverly Dr Suite 406
Beverly Hills CA 90212
Advisors at this office
2
Offices (2)
Most active in
California · Georgia · Maryland · Texas
Also doing business as
Great Gable Advisors, LLC · Great Gable Wealth Management · Great Gable Wealth Management, LLC
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
Quick links
Advisors at this firm
Amir N
Series 63, Series 65
Beverly Hills, CA
Great Gable Wealth Management, LLC
Amir Navab is a financial advisor at Great Gable Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of financial services, he serves on the Finance/Audit Committee of Valley Community Healthcare, a nonprofit providing free healthcare to low-income families. Great Gable Wealth Management offers discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through a combination of equity and fixed-income investments, employing value-based metrics and competitive advantage assessments.
Damion S
Series 63, Series 65
Beverly Hills, CA
Great Gable Wealth Management, LLC
Damion Smith is a financial advisor at Great Gable Wealth Management, LLC with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith holds Series 63 and Series 65 licenses. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income allocations, using value-based analysis and competitive advantage assessments.
Jacques S
Series 65
San Francisco, CA
Great Gable Wealth Management, LLC
Jacques Soenens is a financial advisor at Great Gable Wealth Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Great Gable Advisors, LLC since 2018, previously serving as Managing Partner and Chief Investment Officer at Great Gable Partners, LP from 2004 to 2021. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on balanced portfolios that emphasize capital appreciation through equity and fixed-income allocation, utilizing value-based metrics and competitive advantage assessments.
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