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GBM Wealth Management, Inc.

Updated today

Client assets under management

$247,207,568

Clients

511

12% high-net-worth

Advisors

9

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

57

Typical

Average account size

$483,772

About

GBM Wealth Management provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, investment companies, corporations and other business entities. The firm manages both discretionary and non‑discretionary accounts and reports roughly $346 million in assets under management across about 511 client relationships, delivered by a team of nine advisor representatives.

The firm’s investment approach is largely fundamental and long‑term, emphasizing diversified allocations across equities, fixed income, mutual funds, ETFs and UCITS; it offers proprietary model portfolios for both U.S. and non‑U.S. residents and may implement strategies directly or via third‑party sub‑advisors. Smaller accounts are commonly managed through a sub‑advisory arrangement with Xendia Wealth and custodied at Interactive Brokers, while larger or high‑net‑worth accounts use custodians such as Pershing, Morgan Stanley, JP Morgan, UBS or Santander.

GBM Wealth’s brochure highlights several features that distinguish it from many peers: an organizational affiliation with an in‑house broker‑dealer (GBMI) and a related Mexican broker‑dealer (GBM Casa de Bolsa) under common ownership, a tiered revenue‑sharing/sub‑advisory relationship with Xendia, and disclosures that affiliated entities receive portions of margin, wire and foreign fees. The brochure focuses on portfolio management and related custodial/sub‑advisory arrangements and does not describe a standalone financial planning service, while its use of UCITS and explicit model offerings for non‑U.S. residents suggests a more internationally oriented client mix than is typical for many team firms.

Client services

Portfolio management

Expertise

Passive / index investing Active portfolio management Private / alternative investments

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Fee options

Percentage

$0 - $49,999: 1.65% annually $50,001 - $100,000: 1.40% annually $100,001 - $200,000: 1.20% annually $200,001+: 1.00% annually

Other

Account minimum: $10,000 for electronic platform accounts; $250,000 for other platforms (minimums may be waived at firm's discretion) Fee-only: 0.25% to 1.75% annually on net asset value, negotiable, based on account size and complexity, payable monthly in arrears

Main office location

GBM Wealth Management, Inc.

2700 Post Oak Blvd, Suite 1110

Houston TX 77056, United States

Number of offices

1

Most active in

California · Florida · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Raymundo C

CFA®, Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Raymundo Cobo Avila is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with GBM Wealth Management, Inc., where he has worked in various roles since 2016. His background includes positions at GBM International, Inc. and GBMSA Holdings, Inc. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Mariana C

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining GBM Wealth Management, she worked for Lifestyles & Heritage Brands of Mexico for ten years. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolio management across various asset classes using fundamental, longer-term analysis and multiple model strategies.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Jose M

Series 63, Series 66

Houston, TX

GBM Wealth Management, Inc.

Jose Macouzet is a financial advisor at GBM Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the GBM group of companies since 2005. Outside of his advisory role, he is the owner of LUNIMAC, LLC and a passive equity owner in NILUMAC LLC, a Mexican company involved in real estate, hospitality, and travel investments. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios across multiple asset classes, utilizing fundamental analysis and diverse model strategies for U.S. and non-U.S. clients.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Pamela R

Series 63, Series 66

The Woodlands, TX

GBM Wealth Management, Inc.

Pamela Reynoso is a financial advisor at GBM Wealth Management, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various GBM entities as well as Portfolio Investments, Inc. since 2016. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios using fundamental, longer-term analysis across multiple asset classes and strategies.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Desiree M

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Desiree Meixueiro Luna is a financial advisor with GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining GBM Wealth Management, she worked for Grupo Bursátil Mexicano, Casa de Bolsa SA de CV. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and constructs tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Gonzalo U

Series 66

Houston, TX

GBM Wealth Management, Inc.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at GBM International, GBM Mexico, Cargamos, Nazca, and held academic positions at Anahuac University, Ibero University, and Instituto Cumbres. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets across tailored portfolios using fundamental, longer-term analysis and multiple model strategies, supporting both U.S. and non-U.S. clients.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Rosa F

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Rosa Flores Aranda is a financial advisor at GBM Wealth Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Grupo Financiero Banorte, Intercam Casa De Bolsa, and Banco Santander. GBM Wealth Management, Inc. provides continuous investment advice and portfolio management to individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm offers tailored portfolios using fundamental, longer-term analysis across various asset classes and model strategies, serving both U.S. and non-U.S. residents.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Mayra R

Series 66

Houston, TX

GBM Wealth Management, Inc.

Mayra Rodriguez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. She has worked at Monex Asset Management, Inc. and Monex Securities, Inc., and has a background that includes roles at GBM International, Inc. and Black Door Staging LLC. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets, offering customized portfolios across various asset classes with both discretionary and non-discretionary management options.

Passive / index investing Active portfolio management Private / alternative investments
user avatar

Pedro G

Series 63, Series 65

Houston, TX

GBM Wealth Management, Inc.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Mediterranean International Group, Ltd. and teaching positions at the University of Houston and The Woodlands High School. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolio management using fundamental, long-term analysis across a variety of investment models.

Passive / index investing Active portfolio management Private / alternative investments
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