DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G•••• W••••• M••••••••• L••
Latest filing Aug 28, 2026
First filing on the tape Jan 13, 2022 · 48 filings
SEC status approved since Feb 15, 2022
RAUM
$1.1B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
98%
$1.0B individuals and HNW
Advisors
68
registered through the firm on IAPD
RAUM per advisor
$15.7M
derived; firm RAUM over IAPD count
Employees
147
59 advisory (5.B.1)
Offices
127
beyond the principal office
Private funds
0
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$1.1B as of Aug 28, 2026
Mar 28, 2022$102M then
HNW client RAUM$256M as of Aug 28, 2026
Mar 28, 2022$20.4M then
State-registered IARs (5.B.3)65 as of Aug 28, 2026
Mar 28, 202210 then
Employees (5.A)147 as of Aug 28, 2026
Mar 28, 202221 then
Private funds: no history
RAUM +67% over the last fiscal year+75% a year over threeIARs 49 to 65offices 76 to 127
Practice profile
derived from the filing of Aug 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RAUM per advisor
- $15.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 79derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $198,772derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 0.5derived128 offices incl. principal (1.F.5)
- RAUM growth, one year
- +67%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +22%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$790M74%
- High-net-worth individuals$256M24%
- Pension and profit-sharing plans$19.0M1.8%
- Individual clients
- 5,216reported
- HNW clients
- 140reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5,357reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
68 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| E••••• B•••• G•••• | L•••••••Ville, Ga | Nov 19, 2015 | 27 y | 4 |
| B•••• W••• W••••••• | Alpharetta, Ga | Apr 21, 2020 | 23 y | 4 |
| J•••••• K•••• | Fort Wayne, In | Apr 21, 2020 | 21 y | 1 |
| N••••••• A•••••• D••••••• | Owensboro, Ky | Jul 8, 2020 | 15 y | 1 |
| S••••• J•••• K••• | Agoura Hills, Ca | Sep 16, 2021 | 11 y | 1 |
| D••••• P•••••• G••••• | Alpharetta, Ga | Dec 24, 2021 | 16 y | 1 |
| D••••• R•• M••••• | Alpharetta, Ga | Jan 28, 2022 | 11 y | 2 |
| M••••• D• W•••• | West Des Moines, Ia | Feb 4, 2022 | 16 y | 3 |
| T••••••• M• M•••• | Red Hill, Pa | Apr 5, 2022 | 12 y | 5 |
| A••••• R••••• P•••••••• | Fremont, Oh | Jun 13, 2022 | 22 y | 2 |
| R••••• A••••• A•••• | Alpharetta, Ga | Oct 4, 2022 | 25 y | 0 |
| B•••••• V•••••• G•••• | Pineville, Nc | Oct 31, 2022 | 18 y | 6 |
| M•••••• P• M••••• | Germantown, Wi | Feb 23, 2023 | 22 y | 5 |
| L•••• A•• P•••• | Lemoyne, Pa | May 19, 2023 | 32 y | 3 |
| D•••••• A• C••••• | Alpharetta, Ga | Jul 17, 2023 | 19 y | 6 |
| R••• M•••• B••••• | Alpharetta, Ga | Aug 1, 2023 | 12 y | 0 |
| R••• J••• B••••••• | Alpharetta, Ga | Aug 16, 2023 | 11 y | 0 |
| J••••• T••••• | Nashville, Tn | Oct 27, 2023 | 13 y | 0 |
| J•••• L•••• D••••Certified Financial Planner | Houston, Tx | Dec 14, 2023 | 26 y | 8 |
| K••••• W••••• B•••••• | Cerritos, Ca | Dec 21, 2023 | 25 y | 2 |
| J••• P••• R•••••• | Danville, Ca | Jan 4, 2024 | 33 y | 5 |
| M•••••• A•••• L•• | Munster, In | Jan 8, 2024 | 24 y | 1 |
| R•• L•••• R•• | Durham, Nc | Feb 29, 2024 | 16 y | 0 |
| C•••••• R•••• H•••• | Alpharetta, Ga | Mar 7, 2024 | 10 y | 0 |
| D••••• P•••••• O•••• | Bloomfield Twp, Mi | Mar 21, 2024 | 26 y | 0 |
| R•••• L•• C••••••• | Abilene, Tx | Apr 1, 2024 | 14 y | 0 |
| A•••••• M•••••• M••••••••• | Alpharetta, Ga | Apr 5, 2024 | 13 y | 0 |
| S•••••••• A•••••• L••••• | Shawnee, Ks | Apr 8, 2024 | 43 y | 2 |
| F•••••••• H••••• A•••• | Tucson, Az | May 2, 2024 | 26 y | 0 |
| C•••••• J•••• S••••• | Alpharetta, Ga | May 17, 2024 | 11 y | 0 |
| L••• G••• B•••••••• | Alpharetta, Ga | May 23, 2024 | 25 y | 4 |
| W•••••• E••• S•••• | Birmingham, Al | Jun 7, 2024 | 27 y | 3 |
| N••••••• A•••• R••••• | Alpharetta, Ga | Jun 20, 2024 | 15 y | 0 |
| W•••• Z••• P••• | Alpharetta, Ga | Jun 28, 2024 | 24 y | 0 |
| T•••• J•• A•••• | Clearfield, Ut | Aug 6, 2024 | 15 y | 0 |
| D••••• O••••• L••• | St. George, Ut | Sep 6, 2024 | 12 y | 0 |
| T••••• W••••• W••••• | Billings, Mt | Jan 1, 2025 | 36 y | 0 |
| G•••••• M•••• B•••••• | Alpharetta, Ga | Jan 1, 2025 | 15 y | 2 |
| S•••• J••• S•••••••• | Alpharetta, Ga | Jan 8, 2025 | 14 y | 0 |
| J••• O••• O•••• | Alpharetta, Ga | Jan 22, 2025 | 22 y | 5 |
Advisor movement
3 left, 6 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 4.4% of current headcount8 left over 36 months
Left, latest
- Z•••••• M•••••• W••••••• to T•••• W••••• P•••••••• L••Jun 2, 2026 · RIA to RIA
- M••••• C••••••• to A••••••••• F•••••••• S•••••••• L••Mar 31, 2026 · RIA to affiliated broker-dealer or bank
- P•••• S•••• T•••••• to A• W••••• M••••••••• L••Dec 19, 2025 · RIA to affiliated broker-dealer or bank
- B•••• A•••••••• D•••• to F••••••••• I••••••••• A••••••• L••Sep 17, 2025 · RIA to RIA
- R•••• P•••• to F••••••••• C•••••• M••••••••• L••Mar 19, 2025 · RIA to a state-registered adviser
- J••••• L•••• O••••••• to T•••• W••••• P•••••••• L••Nov 18, 2024 · RIA to RIA
- T••••• E••••• G•••••• to C•••••• A••••••• S•••••••• L••Apr 25, 2024 · RIA to RIA
- M•••••• F•••••• I•••• to C•••••• A••••••• S•••••••• L••Dec 13, 2023 · RIA to RIA
- S•••••• L••••••• B•••• to V•••••••• W••••• M••••••••• L••May 27, 2022 · Other
- J••• A•••• L••••••• to J••• L••••••• W••••• M•••••••••Nov 29, 2021 · RIA to a state-registered adviser
- D••• W•••••• D••••••••• to V•••••••• W••••• M••••••••• L••Nov 12, 2021 · RIA to a newly registered adviser
- N•••••• J••• P•••• to V•••••••• W••••• M••••••••• L••Nov 12, 2021 · RIA to a newly registered adviser
- T•••••• K• B•••• to V•••••••• W••••• M••••••••• L••Sep 23, 2021 · RIA to a newly registered adviser
- D•••• W••••• C•••••• to V•••••••• W••••• M••••••••• L••Aug 23, 2021 · RIA to a newly registered adviser
- M•••••• B••••••• R••••• to V•••••••• W••••• M••••••••• L••Jul 22, 2021 · RIA to a newly registered adviser
Joined, latest
- R••••• L••••••• from S•• B••• A•••••••• I•••Mar 18, 2026 · RIA to RIA
- E•••• J•••••• B•••• from E•••• S••••••••• L••Feb 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- J•••• M•••••••• from M••••• S••••••Dec 23, 2025 · Wirehouse to independent RIA
- R••••• S••••• M•••••• from F•••••••• R•••••••• G••••Dec 23, 2025 · Other
- S•••••• S••••• B•••••• from K•••••• I••••••••• M••••••••• I•••Dec 23, 2025 · RIA to RIA
- P•••• W•••••• D••••• from B•• A•••••••Nov 29, 2025 · Other
- C••••••• J•••••• F••••••••• from F•••• C•••••• A••••••• S•••••••Jul 2, 2025 · Other
- J••••• D•••• M•••• from T••••••••• L••Jul 2, 2025 · RIA to RIA
- B•••• J••••• from J••••• F•••••••• G••••Jun 6, 2025 · Other
- K••••• C•••••••• from T••••••• I••••••••• M••••••••• I•••May 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- D••••••• A•••••• M•••••• from C•••••• A••••••• S•••••••• L••Mar 12, 2025 · RIA to RIA
- D••••• B••••• M••••••• from C•••••• A••••••• S•••••••• L••Feb 27, 2025 · RIA to RIA
- B•••• A•••••••• D•••• from A• W••••• M••••••••• L••Jan 22, 2025 · RIA to RIA
- J••• O••• O•••• from O•••• W•••••• I•••Jan 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- G•••••• M•••• B•••••• from V••••• C•••••• M••••••••• L••Jan 1, 2025 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••• E•••••• B•••• · Managing Member/Ownercontrolsince 10/2015 · owns 75% or more
- M•••••• D•••••• R•• · Presidentcontrolsince 01/2024 · owns less than 5%
- N•••• S••••••• M•••• · Chief Compliance Officercontrolsince 03/2026 · owns less than 5%
- V••••••••• P••••• T•••• · Chief Compliance Officersince 04/2023 · owns less than 5%
Related persons
Schedule D 7.A
- E••••• B•••• G••••real estaten
- S•• R••• E••••• H•••••••• L••investment companyn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Alpharetta, Ga · principal | 67 | 15 | 0 | ||
| Tucson, Az | 3 | 2 | 0 | ||
| Bloomfield Twp, Mi | 2 | 0 | 0 | ||
| Bridgeville, Pa | 2 | 0 | 0 | ||
| Cerritos, Ca | 2 | 1 | 0 | ||
| Columbus, Oh | 2 | 1 | 0 | ||
| Fishers, In | 2 | 0 | 0 | ||
| Fort Worth, Tx | 2 | 0 | 0 | ||
| H••••••, Oh | 2 | 0 | 0 | ||
| Loveland, Co | 2 | 0 | 0 | ||
| Newhall, Ca | 2 | 1 | 0 | ||
| Pineville, Nc | 2 | 1 | 0 | ||
| Adrian, Mi | 2 | 0 | 0 | ||
| Archbold, Oh | 2 | 0 | 0 | ||
| Rockford, Il | 2 | 0 | 0 | ||
| St George, Ut | 2 | 1 | 0 | ||
| Sterling Heights, Mi | 2 | 0 | 0 | ||
| Green Valley, Az | 1 | 0 | 1 | ||
| Trenton, Mi | 1 | 1 | 1 | ||
| Warwick, Ri | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Agoura Hills, CA1 employees
- A••••Town, PA1 employees
- Burlington, WI1 employees
- C•••••••, CA1 employees
- Columbus, OH1 employees
- Crystal River, FL1 employees
- Danville, CA1 employees
- Denver, CO1 employees
- D••••••Ville, GA1 employees
- Durham, NC1 employees
- E•••Sville, IN1 employees
- Fishers, IN1 employees
- Fort Myers, FL1 employees
- Germantown, WI1 employees
- Grand Blanc, MI1 employees
- Harrisburg, PA1 employees
- Hiawatha, IA1 employees
- Hingham, MA1 employees
- H••••••, OH1 employees
- Houston, TX1 employees
- Kennesaw, GA1 employees
- L•••••••Ville, GA1 employees
- Livonia, MI1 employees
- Long Beach, CA1 employees
- Loveland, CO1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- high office count relative to headcountStatic outlier · filing Aug 28, 2026offices per registered advisor of 1.9 against a peer median of 0.3 (530 comparable advisers, 100.0th percentile, 6.8 robust deviations)peers: independent wealth managers, $1B to $5B (530) · 100% percentile
- control person changedChange between filings · filing Aug 28, 2026N•••• S••••••• M•••• (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-03-28 and 2026-08-28peers: independent wealth managers, $1B to $5B (1,362)
- growth on all axesCombination · filing Apr 23, 2026RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $639,157,693 to $1,064,821,925, advisors 49 to 65, private clients 4407 to 5356, offices 76 to 127 (2025-03-31 to 2026-04-23)peers: independent wealth managers, $1B to $5B (1,362)
- RAUM up 50 %Change between filings · filing Apr 23, 2026RAUM (Item 5.F) moved from $639,157,693 to $1,064,821,925 (+67.0%) between the annual amendments of 2025-03-31 and 2026-04-23; the peer median change was +17.0% (1298 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,298) · 96% percentile
- office count surgeChange between filings · filing Apr 23, 2026offices other than the principal office (Item 1.F.5) moved from 76.0 to 127.0 (+67.0%) between the annual amendments of 2025-03-31 and 2026-04-23; the peer median change was 0.0% (379 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $1B to $5B (379) · 96% percentile
What changed
consecutive filings, newest first
- Assets in custody · unset to 0.0Apr 23, 2026 to Jul 1, 2026
- Custody of client assets · false to trueApr 23, 2026 to Jul 1, 2026
- Discretionary RAUM · $1.0B to $1.0BMar 31, 2026 to Apr 23, 2026
- HNW RAUM · $253M to $256MMar 31, 2026 to Apr 23, 2026
- RAUM · $1.1B to $1.1BMar 31, 2026 to Apr 23, 2026
- Accounts · 5,460 to 5,357Nov 7, 2025 to Mar 31, 2026
- Advisory employees · 49 to 59Nov 7, 2025 to Mar 31, 2026
- Advisory activities · 3 to 2Nov 7, 2025 to Mar 31, 2026
- HNW clients · 58 to 140Nov 7, 2025 to Mar 31, 2026
- Individual clients · 4,349 to 5,216Nov 7, 2025 to Mar 31, 2026
- Employees · 126 to 147Nov 7, 2025 to Mar 31, 2026
- State-registered IARs · 49 to 65Nov 7, 2025 to Mar 31, 2026
- Other offices · 76 to 127Nov 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $624M to $1.0BNov 7, 2025 to Mar 31, 2026
- HNW RAUM · $92.9M to $253MNov 7, 2025 to Mar 31, 2026
- Individual RAUM · $531M to $790MNov 7, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $15.4M to $19.0MNov 7, 2025 to Mar 31, 2026
- Pension RAUM · $15.4M to $19.0MNov 7, 2025 to Mar 31, 2026
- RAUM · $639M to $1.1BNov 7, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Aug 26, 2025 to Nov 7, 2025
- Accounts · 2,983 to 5,460Feb 28, 2025 to Mar 31, 2025
- Advisory employees · 10 to 49Feb 28, 2025 to Mar 31, 2025
- HNW clients · 6 to 58Feb 28, 2025 to Mar 31, 2025
- Individual clients · 2,487 to 4,349Feb 28, 2025 to Mar 31, 2025
- Employees · 21 to 126Feb 28, 2025 to Mar 31, 2025
- Financial planning clients · unset to 0Feb 28, 2025 to Mar 31, 2025
- State-registered IARs · 10 to 49Feb 28, 2025 to Mar 31, 2025
- Discretionary RAUM · $391M to $624MFeb 28, 2025 to Mar 31, 2025
- HNW RAUM · $12.3M to $92.9MFeb 28, 2025 to Mar 31, 2025
- Individual RAUM · $379M to $531MFeb 28, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $0 to $15.4MFeb 28, 2025 to Mar 31, 2025
- Pension RAUM · unset to 15388207.0Feb 28, 2025 to Mar 31, 2025
- RAUM · $391M to $639MFeb 28, 2025 to Mar 31, 2025
- Accounts · 1,597 to 2,983Mar 18, 2024 to Mar 28, 2024
- HNW clients · 14 to 6Mar 18, 2024 to Mar 28, 2024
- Individual clients · 1,583 to 2,487Mar 18, 2024 to Mar 28, 2024
- Other offices · 27 to 76Mar 18, 2024 to Mar 28, 2024
- Discretionary RAUM · $200M to $391MMar 18, 2024 to Mar 28, 2024
- HNW RAUM · $24.7M to $12.3MMar 18, 2024 to Mar 28, 2024
- Individual RAUM · $176M to $379MMar 18, 2024 to Mar 28, 2024
Signals
20 dated events
- Z•••••• M•••••• W••••••• left G•••• W••••• M••••••••• L•• for T•••• W••••• P•••••••• L•• (registered 2026-07-10)Jun 2, 2026 · Advisor changed firm · fact
- M••••• C••••••• left G•••• W••••• M••••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2026-04-09)Mar 31, 2026 · Advisor changed firm · fact
- G•••• W••••• M••••••••• L•• reported RAUM $1.1B, up 66% from $639.2M (2025-11-07 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- G•••• W••••• M••••••••• L•• reported 127 offices beyond its principal office, up from 76 (2025-11-07 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- G•••• W••••• M••••••••• L•• reported 65 state-registered advisory representatives, up from 49 (2025-11-07 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- P•••• S•••• T•••••• left G•••• W••••• M••••••••• L•• for A• W••••• M••••••••• L•• (registered 2025-07-16)Dec 19, 2025 · Advisor changed firm · fact
- B•••• A•••••••• D•••• left G•••• W••••• M••••••••• L•• for F••••••••• I••••••••• A••••••• L•• (registered 2025-10-06)Sep 17, 2025 · Advisor changed firm · fact
- G•••• W••••• M••••••••• L•• reported RAUM $639.2M, up 63% from $391.4M (2025-02-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- G•••• W••••• M••••••••• L•• reported 49 state-registered advisory representatives, up from 10 (2025-02-28 to 2025-03-31)Mar 31, 2025 · Advisor headcount change · derived
- Dinu Marian Tise no longer registered at G•••• W••••• M••••••••• L••; no later IA registration on IAPDMar 27, 2025 · Advisor departure · fact
- R•••• P•••• left G•••• W••••• M••••••••• L•• for F••••••••• C•••••• M••••••••• L•• (registered 2026-02-25)Mar 19, 2025 · Advisor changed firm · fact
- J••••• L•••• O••••••• left G•••• W••••• M••••••••• L•• for T•••• W••••• P•••••••• L•• (registered 2024-11-19)Nov 18, 2024 · Advisor changed firm · fact
- T••••• E••••• G•••••• left G•••• W••••• M••••••••• L•• for C•••••• A••••••• S•••••••• L•• (registered 2024-04-22)Apr 25, 2024 · Advisor changed firm · fact
- G•••• W••••• M••••••••• L•• reported RAUM $391.4M, up 96% from $200.2M (2024-03-18 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- G•••• W••••• M••••••••• L•• reported 76 offices beyond its principal office, up from 27 (2024-03-18 to 2024-03-28)Mar 28, 2024 · Office count change · derived
- M•••••• F•••••• I•••• left G•••• W••••• M••••••••• L•• for C•••••• A••••••• S•••••••• L•• (registered 2023-12-15)Dec 13, 2023 · Advisor changed firm · fact
- G•••• W••••• M••••••••• L•• reported 23 offices beyond its principal office, up from 17 (2023-02-16 to 2023-03-30)Mar 30, 2023 · Office count change · derived
- S•••••• L••••••• B•••• left G•••• W••••• M••••••••• L•• for V•••••••• W••••• M••••••••• L•• (registered 2021-04-20)May 27, 2022 · Advisor changed firm · fact
- G•••• W••••• M••••••••• L•• reported 16 offices beyond its principal office, down from 26 (2022-05-16 to 2022-05-27)May 27, 2022 · Office count change · derived
- G•••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jan 13, 2022 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 678-694-8770reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- gibbswealthria.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-694-8770reportedpublic record, Form ADV, Aug 28, 2026
- Contact form
- gibbswealthria.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $15.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026