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Gibbs Wealth Management, LLC CRD 281621
$1.06B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-26 |
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
1430 Country Manor Blvd Suite 2B, Billings, MT 59102 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
750 W. Eisenhower Blvd #300, Loveland, CO 80537 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tw Retirement Stratigies Llc | Loveland | CO | 08/2013 | Present |
| Triumph Wealth Advisors, Inc. | Billings | MT | 08/2015 | 08/2018 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 07/2022 | Present |
| Tw Wealth Management | Loveland | CO | 07/2022 | Present |
TW RETIREMENT SOLUTIONS INVESTMENT RELATED INSURANCE AGENT LOVELAND, CO 80537 08/2013 160 HOURS/MONTH 160 HOURS/MONTH TRADING HOURS PEAR TREE COMPANY NOT INVESTMENT RELATED REAL ESTATE HOLDINGS LOVELAND, CO 80537 START DATE: 08/2022 2-4 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-02 |
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