GBM WEALTH MANAGEMENT, INC.
CRD #145049 SEC #801-129803 HOUSTON, TX (281) 745-9100
SEC Registered
Total AUM
$217.7M
Discretionary
$190M
Employees
7
Clients
--
Accounts
461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $217.7M | $190M | $27.7M | 7 | 0 |
| May 2025 | $217.7M | $190M | $27.7M | 7 | 0 |
| Mar 2025 | $217.7M | $190M | $27.7M | 7 | 0 |
| Oct 2024 | $203.6M | $176.2M | $27.4M | 6 | 0 |
| Apr 2024 | $128.4M | $89.4M | $39M | 6 | 0 |
| Mar 2024 | $128.4M | $89.4M | $39M | 6 | 0 |
| Feb 2024 | $128.4M | $89.4M | $39M | 6 | 0 |
| Jul 2022 | $84.7M | $84.7M | $0 | 3 | 0 |
| Jul 2022 | $84.7M | $84.7M | $0 | 3 | 0 |
| Jun 2022 | $84.7M | $84.7M | $0 | 3 | 0 |
| Apr 2022 | $84.7M | $84.7M | $0 | 2 | 0 |
| Mar 2022 | $84.7M | $84.7M | $0 | 2 | 0 |
| Mar 2022 | $84.7M | $84.7M | $0 | 2 | 0 |
| Mar 2022 | $117.3M | $117.3M | $0 | 2 | 0 |
| Nov 2021 | $117.3M | $117.3M | $0 | 3 | 0 |
| Sep 2021 | $117.3M | $117.3M | $0 | 3 | 0 |
| Sep 2021 | $117.3M | $117.3M | $0 | 3 | 0 |
| Jul 2021 | $117.3M | $117.3M | $0 | 3 | 0 |
| Jul 2021 | $117.3M | $117.3M | $0 | 3 | 0 |
| Mar 2021 | $117.3M | $117.3M | $0 | 3 | 0 |
| Dec 2020 | $100.9M | $98.8M | $2.1M | 2 | 0 |
| Oct 2020 | $100.9M | $98.8M | $2.1M | 2 | 0 |
| Jun 2020 | $100.9M | $98.8M | $2.1M | 2 | 0 |
| May 2020 | $100.9M | $98.8M | $2.1M | 2 | 0 |
| Mar 2020 | $100.9M | $98.8M | $2.1M | 2 | 0 |
| Mar 2020 | $100.9M | $98.8M | $2.1M | 2 | 0 |
DateNov 2025
Total AUM$217.7M
Discretionary$190M
Non-Disc.$27.7M
Employees7
Clients0
DateMay 2025
Total AUM$217.7M
Discretionary$190M
Non-Disc.$27.7M
Employees7
Clients0
DateMar 2025
Total AUM$217.7M
Discretionary$190M
Non-Disc.$27.7M
Employees7
Clients0
DateOct 2024
Total AUM$203.6M
Discretionary$176.2M
Non-Disc.$27.4M
Employees6
Clients0
DateApr 2024
Total AUM$128.4M
Discretionary$89.4M
Non-Disc.$39M
Employees6
Clients0
DateMar 2024
Total AUM$128.4M
Discretionary$89.4M
Non-Disc.$39M
Employees6
Clients0
DateFeb 2024
Total AUM$128.4M
Discretionary$89.4M
Non-Disc.$39M
Employees6
Clients0
DateJul 2022
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$100.9M
Discretionary$98.8M
Non-Disc.$2.1M
Employees2
Clients0
DateOct 2020
Total AUM$100.9M
Discretionary$98.8M
Non-Disc.$2.1M
Employees2
Clients0
DateJun 2020
Total AUM$100.9M
Discretionary$98.8M
Non-Disc.$2.1M
Employees2
Clients0
DateMay 2020
Total AUM$100.9M
Discretionary$98.8M
Non-Disc.$2.1M
Employees2
Clients0
DateMar 2020
Total AUM$100.9M
Discretionary$98.8M
Non-Disc.$2.1M
Employees2
Clients0
DateMar 2020
Total AUM$100.9M
Discretionary$98.8M
Non-Disc.$2.1M
Employees2
Clients0