Gibbs Wealth Management, LLC

Gibbs Wealth Management, LLC (CRD# 281621) is a financial advisory firm headquartered in Alpharetta, GA. They manage $391,385,872 in 2,983 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
3980 Old Milton Parkway, Alpharetta, GA 30005
https://twitter.com/gibbsfinancial
By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    2,983
    ACCOUNTS
  • Average Account Value
    $131,205
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, NC, NJ, OH, PA, RI, TN, TX, VA, VT, WI

Financial Advisors at Gibbs Wealth Management, LLC
Showing 1 - 10 of 33 top financial advisors.
1
Gregory Babcock, financial advisor Alpharetta GA
Gregory M. Babcock
CRD#: 5851629
3980 Old Milton Parkway, Alpharetta, GA 30005

Gregory Babcock (CRD# 5851629) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 13 years of experience in the finance industry.

2
Douglas Clancy, financial advisor Roseville CA
Douglas A. Clancy
CRD#: 5070195
1540 Eureka Road, Suite 103, Roseville, CA 95661

Douglas Clancy (CRD# 5070195) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Roseville, CA and has over 17 years of experience in the finance industry.

3
Edward Gibbs, financial advisor Alpharetta GA
Edward B. Gibbs
CRD#: 3126187
3980 Old Milton Parkway, Alpharetta, GA 30005

Edward Gibbs (CRD# 3126187) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.

4
Brendan Grady, financial advisor Alpharetta GA
Brendan V. Grady
CRD#: 6523992
3980 Old Milton Parkway, Alpharetta, GA 30005

Brendan Grady (CRD# 6523992) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 8 years of experience in the finance industry.

5
Steven Katz, financial advisor Alpharetta GA
Steven J. Katz
CRD#: 1922244
3980 Old Milton Parkway, Alpharetta, GA 30005

Steven Katz (CRD# 1922244) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 3 years of experience in the finance industry.

6
Robert Messina, financial advisor Alpharetta GA
Robert S. Messina
CRD#: 5403242
3980 Old Milton Parkway, Alpharetta, GA 30005

Robert Messina (CRD# 5403242) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 16 years of experience in the finance industry.

7
Theodore Moyer, financial advisor Red Hill PA
Theodore M. Moyer
CRD#: 6272168
2767 Geryville Pike, Red Hill, PA 18073

Theodore Moyer (CRD# 6272168) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Red Hill, PA and has over 10 years of experience in the finance industry.

8
Mcgarry Murray, financial advisor Palos Hills IL
Mcgarry P. Murray
CRD#: 6320250
10125 S. Roberts Rd, Suite 103, Palos Hills, IL 60465

Mcgarry Murray (CRD# 6320250) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Palos Hills, IL and has over 10 years of experience in the finance industry.

9
John Olson, financial advisor Williston VT
John O. Olson
CRD#: 4787719
400 Corner Stone Drive, Ste 233, Williston, VT 05495

John Olson (CRD# 4787719) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Williston, VT and has over 19 years of experience in the finance industry.

10
Rushi Patel, financial advisor Franklin Park NJ
Rushi Patel
CRD#: 5229437
Franklin Park, NJ

Rushi Patel (CRD# 5229437) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Franklin Park, NJ and has over 16 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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