SourcingSourcing

GBM WEALTH MANAGEMENT, INC.

C20
CRD 145049·SEC 801-129803·HOUSTON, TX
AUM
$346.4M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GBM WEALTH MANAGEMENT, INC.
CRD
145049
SEC file #
801-129803
EIN
—
DBA names
—

Economics

AUM
$346.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$100.9M → $346.4M▲ +243%
Client mix
Individuals Other451
Individuals High Net Worth60
Corporations32
Other3

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
2 advisors → 8 advisors▲ +300%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
gbminvestor.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PORTFOLIO INVESTMENTS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
PORTFOLIO INVESTMENTS, INC.
COBO AVILA, RAYMUNDO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GBMINVESTOR.COM
Rdap Domain Creation Date
2022-07-11T13:58:55Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Window
Folio Institutional1
Full
Pershing4
E*trade4
Folio Institutional2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-11T13:58:55Z
Rdap Domain Last Changed
2025-06-06T14:00:27Z
Rdap Nameservers
Ns-1351.awsdns-40.orgNs-1926.awsdns-48.co.ukNs-456.awsdns-57.comNs-672.awsdns-20.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (10)

10
REYNOSO, PAMELA
IAR · Executive Officer · 2.5%
4755159
MACOUZET, JOSE, ROBERTO
IAR · Executive Officer · 2.5%
4058287
COBO AVILA, RAYMUNDO
IAR · Executive Officer · 2.5%
6085233
SAMANTHA MARIE EATON
Executive Officer · 2.5%
5223996
Desiree Meixueiro Luna
IAR
7526270
Gonzalo Uribe Rojas
IAR
8012026
ROSA ANDREA FLORES ARANDA
IAR
7590577
MARIANA CRUZ PARTIDA
IAR
8066498
PEDRO DANIEL GONZALEZ
IAR
7582334
MAYRA RUBALCABA RODRIGUEZ
IAR
5568019