SourcingSourcing

GBG WEALTH MANAGEMENT LLC

C27
CRD 333368·SEC 801-131408·LONE TREE, CO
AUM
$23.8M
<$25M
Est. Revenue
$238K
@ 1% on AUM
Est. EBITDA
$71K
@ 30% margin
Est. Deal Value
$570K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GBG WEALTH MANAGEMENT LLC
CRD
333368
SEC file #
801-131408
EIN
—
DBA names
—

Economics

AUM
$23.8M
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals High Net Worth21
Individuals Other5
Pension Profit Sharing Plans5

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
LONE TREE CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
wealthgbg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOSEN, MICHAEL, TODD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOSEN, MICHAEL, TODD
GOODMAN, MARCOS, CHRISTIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHGBG.COM
Rdap Domain Creation Date
2024-09-19T17:13:11Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-19T17:13:11Z
Rdap Domain Last Changed
2024-09-19T17:13:11Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5429693
Trust Company Affiliate
No

People (4)

4
GOODMAN, MARCOS, CHRISTIAN
IAR · Direct Owner · 37.5%
7987438
BOSEN, MICHAEL, TODD
IAR · Direct Owner · 37.5%
5429693
Turley, Jaron, E
IAR · Executive Officer · 2.5%
6992889
JORGEN DANIEL GOODMAN
IAR
8085956