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GBM WEALTH MANAGEMENT, INC.

HOUSTON, TX · CRD 145049 · IAPD ↗ · gbminvestor.com · (281) 745-9100

$346.4MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — GBM WEALTH MANAGEMENT, INC. changed its website from gbmwealth.com to gbminvestor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
69
April 2026 — GBM WEALTH MANAGEMENT, INC. reported RAUM up 59% ($217.7M -> $346.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2026 — GBM WEALTH MANAGEMENT, INC. grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — GBM WEALTH MANAGEMENT, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
November 2024 — GBM WEALTH MANAGEMENT, INC. reported RAUM up 59% ($128.4M -> $203.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — GBM WEALTH MANAGEMENT, INC. (HOUSTON, TX) is newly SEC-registered with $128.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.