Beverly Hills, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Great Gable Wealth Management, LLC
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Firm-wide stats for Great Gable Wealth Management, LLC
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.
Based on Great Gable Wealth Management, LLC
Expertise
Based on Great Gable Wealth Management, LLC
Location
315 S. Beverly Dr Suite 406
Beverly Hills CA 90212
Advisors at this office
2
Advisors at this office
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.
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