Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-28 |
| WA | RA | APPROVED | 2026-07-28 |
Branch Locations
9 Lake Bellevue Drive, Bellevue, WA 98027 • United States
419 Webster Street, Monterey, CA 93940 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management | Alpharetta | GA | 06/2026 | Present |
| Tll Wealth Management | Bellevue | WA | 06/2026 | Present |
| Arika Larson Insurance And Financial Services | Bellevue | WA | 06/2001 | Present |
ARIKA LARSON INSURANCE AND FINANCIAL SERVICES Insurance Agent INVESTMENT RELATED OWNER SINCE 06/2001 10 HOURS/WEEK OUTSIDE OF SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-05 |
Reach out to this advisor