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Gbm Wealth Management, Inc. CRD 145049
$346M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2700 Post Oak Blvd Suite 1110, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-04 |
Branch Locations
2700 Post Oak Blvd Suite 1110, Houston, TX 77056 • United States
The Woodlands, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gbm International, Inc. | Houston | TX | 04/2006 | Present |
| Gbm Wealth Management, S. De R.L. De C.V. | Ciudad De Mexico | 05/2016 | 02/2018 | |
| Portfolio Investments, Inc. | Houston | TX | 10/2016 | Present |
| Gbm Wealth Sa De Rl | Cuidad De Mexico | 12/2018 | 05/2019 | |
| Gbm Wealth Management, Inc. | Houston | TX | 07/2020 | 01/2022 |
| Gbm Wealth Management, Inc. | Houston | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-26 |
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