Gibbs Wealth Management, LLC

Gibbs Wealth Management serves individual and high‑net‑worth clients with discretionary portfolio management and related advisory services, delivered through advisor‑directed model management and sub‑advisory arrangements. The firm implements client portfolios using third‑party platforms and strategists, notably Orion Portfolio Solutions (OPS) and TownSquare Capital (TS), and offers educational seminars and co‑branded IAR services.

Advisors document client goals and risk tolerance, place clients into model portfolios selected by investment advisor representatives, and employ a mix of analytical approaches (including fundamental, technical, and modern portfolio theory) to guide allocations. The adviser exercises discretionary trading authority on managed accounts and describes a process that emphasizes protecting a portion of assets, conducting a risk “audit,” and considering tax‑efficient and guaranteed‑income solutions where appropriate.

The brochure discloses several notable conflicts and compensation arrangements: the firm receives revenue‑share payments from OPS and TS and also reports affiliated insurance activities in which the owner and some IARs may receive separate commissions. The firm further documents non‑cash incentive programs for IARs (for example, custom baseball bats, golf putters, championship rings, event tickets, and a watch), which it says are managed through internal policies and disclosures.