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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-27 |
Branch Locations
1007 W Causeway Approach, Mandeville, LA 70471 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
4720 Blue Bonnet Blvd, Batton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinetic Investment Management, Inc. | Baton Rouge | LA | 09/2021 | 06/2023 |
| Mitchell Financial Group | Baton Rouge | LA | 12/2012 | Present |
| Coppell Advisory Solutions | Coppell | TX | 06/2023 | 02/2025 |
| Mitchell Wealth Management Llc | Baton Rouge | LA | 04/2023 | Present |
| Gibbs Wealth Management, Llc | Baton Rouge | LA | 02/2025 | Present |
MITCHELL FINANCE GROUP INVESTMENT RELATED INSURANCE AGENT 4720 BLUEBONNET BLVD, BATON ROUGE, LA 70809 12/2012 80 HOURS/MONTH 50 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-14 |
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