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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| COBO AVILA, RAYMUNDO | I | PRESIDENT | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EATON, SAMANTHA, MARIE | I | PRINCIPAL | NA | Control |
| EATON, SAMANTHA, MARIE | I | PRINCIPAL | NA | Control |
| EATON, SAMANTHA, MARIE | I | PRINCIPAL | NA | Control |
| EATON, SAMANTHA, MARIE | I | PRINCIPAL | NA | Control |
| EATON, SAMANTHA, MARIE | I | PRINCIPAL | NA | Control |
| EATON, SAMANTHA, MARIE | I | PRINCIPAL | NA | Control |
| EATON, SAMANTHA, MARIE | I | PRINCIPAL | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | VICE PRESIDENT | NA | |
| MACOUZET, JOSE, ROBERTO | I | VICE PRESIDENT | NA | |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | VICE PRESIDENT | NA | |
| MACOUZET, JOSE, ROBERTO | I | VICE PRESIDENT | NA | |
| MACOUZET, JOSE, ROBERTO | I | PRESIDENT | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | VICE PRESIDENT | NA | |
| MACOUZET, JOSE, ROBERTO | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MACOUZET, JOSE, ROBERTO | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| REYNOSO, PAMELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOSO, PAMELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOSO, PAMELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOSO, PAMELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOSO, PAMELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOSO, PAMELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOSO, PAMELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
| PORTFOLIO INVESTMENTS, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
| CORPORATIVO GBM, S.A.B. DE C.V. | FE | PORTFOLIO INVESTMENTS, INC. | E | Control |
Registrations
Federal
IA
Nov 22, 2025 REGISTERED
Notice Filings (4)
CA FL MI TX
Address
2700 POST OAK BLVDSUITE 1110
HOUSTON, TX 77056
United States
Phone: (281) 745-9100