$29.6M Total AUM
$29.6M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2020
- Office Locations
- 1
Office Locations
-- Irvine CA
About Gama Wealth Management, LLC
Gama Wealth Management, LLC is a Irvine-based RIA. The firm has been operating for 6 years. Managing $29.6M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vital
Client Personas
Zenith
Investment Themes
Vertex matrix North
Investment Vehicles
Horizon wave Eagle focus
Services
Atlas Catalyst signal Peak
Owner & Executives
R
Robertina (NMN) Gama
Managing Director, Managing Member
- CRD
- #7147285
- Ownership
- 50% but less than 75%
(805) 536-5459
glacier.pathway@fusioncapital.com
in linkedin.com/in/beacon-eagle
HUSNI ABID GAMA
Chief Compliance Officer, Managing Member
- CRD
- #4493142
- Ownership
- 25% but less than 50%
(779) 832-3220
horizon.crest@radialcapital.com
in linkedin.com/in/harbor-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,600,000
Municipal Bonds:
22.9% Equity - Exchange:
9.0% U.S. Government/Agency:
24.7% Corporate - Investment Grade:
21.8% Corporate - Non-Investment Grade:
8.3% Sovereign Bonds:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $458,364,544 | 22.9% |
| Equity - Exchange | $180,143,271 | 9.0% |
| U.S. Government/Agency | $494,393,198 | 24.7% |
| Corporate - Investment Grade | $436,347,033 | 21.8% |
| Corporate - Non-Investment Grade | $166,132,127 | 8.3% |
| Sovereign Bonds | $266,211,722 | 13.3% |
| Total | $2,001,591,895 | 100.0% |