GBM Wealth Management, Inc.

GBM Wealth Management, Inc. is an SEC‑registered advisory firm that provides continuous investment advice and portfolio management to individuals, trusts, corporations, investment companies and certain institutional clients, including insurance company clients. As of March 15, 2025, the firm reports roughly $217.7 million in assets under management, a team of five registered advisors, and about 428 client relationships.

The firm constructs tailored portfolios across equities, fixed income, mutual funds, ETFs and UCITS, applying fundamental, longer‑term analysis and a range of model strategies (conservative, moderate, aggressive, ETF‑focused, UCITS‑focused and quantitative). GBM Wealth offers both discretionary and non‑discretionary management, maintains a limited power of attorney for discretionary accounts, provides proprietary model portfolios for U.S. and non‑U.S. residents, and may engage third‑party sub‑advisors (including BCP) while using multiple custodians such as Pershing, JP Morgan, Morgan Stanley and Interactive Brokers.

Notable aspects of the firm’s structure include its affiliation with GBMI and GBM Casa de Bolsa and indirect common ownership by Corporativo GBM SAB de CV, a publicly traded Mexican parent, which the brochure identifies as affecting trade routing, certain fee sharing (e.g., wire/foreign fees) and execution relationships. Those cross‑border affiliations align with the firm’s explicit support for non‑U.S. clients and UCITS‑based models and coincide with the firm’s disclosed practice of serving insurance company clients—client types and operational links that are less common among similarly sized team advisors.