G
$23.8M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
4 Employees
36 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AtlasValue +more
- Established Date
- 11-04-2024
- Office Locations
- 1
Office Locations
1830 S Alma School RD Suite 116 Mesa AZ
About GBG Wealth Management LLC
GBG Wealth Management LLC is a Lone Tree-based RIA. The firm has been operating for 1 years. Managing $23.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$660.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ridge delta North Crest pathway Vector horizon Beacon prime Crest peak Value Unison Meridian Ember
Client Personas
Vertex ember
Custodian
Ember zenith Capital vital Eagle summit
Investment Themes
Atlas Pioneer summit Vector
Investment Vehicles
Timber
Platform
Horizon
Services
Harbor vital Bridge Peak Focus catalyst
Technology
Summit Oak Timber signal
Owner & Executives
M
MICHAEL TODD BOSEN
--
- CRD
- #5429693
- Ownership
- 25% but less than 50%
(331) 582-2647
oak.ridge@vitalcapital.com
in linkedin.com/in/bridge-ridge
M
MARCOS CHRISTIAN GOODMAN
Partner
- CRD
- #7987438
- Ownership
- 25% but less than 50%
(407) 800-1242
optima.signal@crestcapital.com
in linkedin.com/in/momentum-element
O
Optima bridge
Optima signal
- CRD
- #67335
- Ownership
- 47.6%
(546) 583-1440
eagle.signal@matrixcapital.com
in linkedin.com/in/capital-timber
Showing 2 of 3 owners & executives
Unlock allContacts
J
JORGEN DANIEL GOODMAN
--
- CRD
- #8085956
(206) 512-4656
vector.meridian@vertexcapital.com
in linkedin.com/in/ridge-alpha
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,761,917 | $266,988 |
| Non-Discretionary | $0 | -- |
| Total | $23,761,917 | $266,988 |
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Separately Managed Accounts
Total SMA Asset: $23,761,917
Public Funds:
18.0% Cash:
17.8% Equity - Exchange:
27.0% Private Funds:
15.3% U.S. Government/Agency:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,508,599,459 | 18.0% |
| Cash | $1,491,837,243 | 17.8% |
| Equity - Exchange | $2,262,899,189 | 27.0% |
| Private Funds | $1,282,309,540 | 15.3% |
| U.S. Government/Agency | $1,835,462,675 | 21.9% |
| Total | $8,381,108,106 | 100.0% |