← Tributary

GOBE WEALTH MANAGEMENT, LLC

NEW YORK, NY · CRD 288711 · IAPD ↗ · gobewealth.com · 646-293-0913

$243,447Regulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — GOBE WEALTH MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $243,447 RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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