Advisor at GBM Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GBM Wealth Management, Inc.
Location
Vail, CO
Credentials
Series 63, Series 66
Industry experience
26 years
0.25% to 1.5% annually, negotiated client-by-client
Account minimum: $10,000 to open and maintain an advisory account on an electronic platform; $250,000 minimum for accounts on other platforms (may be waived at discretion)
GBM Wealth Management, Inc.
2024 - Present (2 years)
GBM Wealth Management, Inc.
2024 - 2024 (1 year)
GBM Wealth Management, Inc.
2022 - 2022 (1 year)
GBM International, Inc.
2021 - Present (5 years)
Corporativo GBM, S.A.B.. De C.V.
2021 - Present (5 years)
GBM Wealth SA de RL
2018 - 2019 (1 year)
Portfolio Investments, Inc.
2016 - Present (10 years)
Corporativo GBM, S.A.B.. de C.V.
2016 - 2021 (5 years)
GBM Wealth Management, S. de R.L. de C.V.
2016 - 2018 (2 years)
GBM International, Inc.
2008 - 2021 (13 years)
Portfolio Investments
2008 - 2016 (8 years)
GBM Wealth Management, Inc.
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Avon, CO
Edward Jones
Series 63, Series 65
Avon, CO
Merrill
Michael Starratt is a Private Wealth Advisor at Merrill Private Wealth Management with over 35 years of experience in the investment industry, all with Merrill. He specializes in advising clients with complex investment needs, including business owners, their families, retirement plans, and non-profits. Michael focuses on guiding diverse groups toward common financial goals and is committed to transparency and straightforward investment approaches. Michael holds a Bachelor's degree from the University of California, Berkeley, and maintains the Certified Investment Management Analyst® (CIMA®) designation. Throughout his career, he has been recognized for his expertise, including being named to Barron's Top Institutional Consultants list from 2015 through 2019. As of January 2026, he and his team advise on assets totaling over $3 billion. Outside of his professional work, Michael volunteers with Ready To Succeed. He enjoys a variety of sports such as beach volleyball, paddleboarding, skiing, golf, swimming, and tennis. He lives with his wife, Betsy, and their three daughters.
Series 66
Avon, CO
Lathram Financial Group, LLC
CFP®, CFA®, Series 66
Avon, CO
Orographic Financial Advisors
Series 65
Avon, CO
Asset Strategies Group, LLC
CFP®, Series 63, Series 65
Avon, CO
Orographic Financial Advisors
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