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 21 - 30 of 32 top financial advisors.
21
Dustin Grimes, financial advisor Columbus OH
Dustin P. Grimes
CRD#: 5741946
100 East Campus View Blvd, Suite 205, Columbus, OH 43235

Dustin Grimes (CRD# 5741946) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Columbus, OH and has over 2 years of experience in the finance industry.

22
Chyenne Hayes, financial advisor Alpharetta GA
Chyenne R. Hayes
CRD#: 7882228
3980 Old Milton Parkway, Alpharetta, GA 30005

Chyenne Hayes (CRD# 7882228) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has 1 year of experience in the finance industry.

23
Steven Holland, financial advisor Crystal River FL
Steven W. Holland
CRD#: 7788305
5641 N. Gulf To Lake Highway, Crystal River, FL 34429

Steven Holland (CRD# 7788305) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Crystal River, FL and has 1 year of experience in the finance industry.

24
Jon-jon Knepp, financial advisor Fishers IN
Jon-jon Knepp
CRD#: 7237836
Fishers, IN

Jon-jon Knepp (CRD# 7237836) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Fishers, IN and has over 4 years of experience in the finance industry.

25
Michael Lee, financial advisor Crown Point IN
Michael A. Lee
CRD#: 1752868
250 N. Main Street, Crown Point, IN 46307

Michael Lee (CRD# 1752868) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Crown Point, IN and has over 7 years of experience in the finance industry.

26
Anthony Montenegro, financial advisor Alpharetta GA
Anthony M. Montenegro
CRD#: 5727646
3980 Old Milton Parkway, Alpharetta, GA 30005

Anthony Montenegro (CRD# 5727646) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has 1 year of experience in the finance industry.

27
Daniel Orfin, financial advisor Troy MI
Daniel P. Orfin
CRD#: 7856843
363 W. Big Beaver Road, Ste 200, Troy, MI 48084

Daniel Orfin (CRD# 7856843) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Troy, MI and has 1 year of experience in the finance industry.

28
Joshua Ottinger, financial advisor Allentown PA
Joshua L. Ottinger
CRD#: 4812200
1550 Pond Road, Suite 150, Allentown, PA 18104

Joshua Ottinger (CRD# 4812200) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Allentown, PA and has 1 year of experience in the finance industry.

29
Roy Ray, financial advisor Durham NC
Roy L. Ray
CRD#: 6695154
2144 Page Road, Ste 104, Durham, NC 27703

Roy Ray (CRD# 6695154) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Durham, NC and has 1 year of experience in the finance industry.

30
Donald Retallick, financial advisor Alpharetta GA
Donald L. Retallick
CRD#: 7321170
3980 Old Milton Parkway, Alpharetta, GA 30005

Donald Retallick (CRD# 7321170) 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.

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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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