Gbm Wealth Management, Inc.

Gbm Wealth Management, Inc. (CRD# 145049) is a financial advisory firm headquartered in Houston, TX. They manage $39,320,338 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $2,312,961
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Gbm Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Raymundo Cobo
CRD#: 6085233
2700 Post Oak Boulevard, Suite 1110, Houston, TX 77056
93
Wealthminder
score

Raymundo Cobo (CRD# 6085233) is an Investment Advisor Representative working at Gbm Wealth Management, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

2
Jose R. Macouzet
CRD#: 4058287
2700 Post Oak Boulevard, Suite 1110, Houston, TX 77056
93
Wealthminder
score

Jose Macouzet (CRD# 4058287) is an Investment Advisor Representative working at Gbm Wealth Management, Inc. in Houston, TX and has over 18 years of experience in the finance industry.

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