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GIBSON WEALTH ADVISORS, LLC

· CRD 285077 · IAPD ↗ · gibsonwealthadvisors.com · 214-347-7475

$186.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — GIBSON WEALTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — GIBSON WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
September 2024 — GIBSON WEALTH ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — GIBSON WEALTH ADVISORS, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — GIBSON WEALTH ADVISORS, LLC now reports custody of client assets ($52.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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