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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
Branch Locations
5641 N. Gulf To Lake Highway, Crystal River, FL 34429 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
2764 Sunset Point Rd Suite #200, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investsafe Financial | Crystal River | FL | 08/2011 | Present |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 07/2023 | Present |
INVESTSAFE FINANCIAL INVESTMENT RELATED INSURANCE AGENT CRYSTAL RIVER, FL 34429 05/2011 120 HOURS/MONTH 120 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-13 |
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