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GREAT GABLE WEALTH MANAGEMENT, LLC

BEVERLY HILLS, CA · CRD 297501 · IAPD ↗ · 415-986-1116

$220.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — GREAT GABLE WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — GREAT GABLE WEALTH MANAGEMENT, LLC notice-filed in MD, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — GREAT GABLE WEALTH MANAGEMENT, LLC reported RAUM up 40% ($135.8M -> $189.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — GREAT GABLE WEALTH MANAGEMENT, LLC reported RAUM up 25% ($108.4M -> $135.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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