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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-2011
- Office Locations
- 3
Office Locations
About GBM Wealth Management, Inc.
GBM Wealth Management (GBM Investor) is an SEC-registered provider of offshore investment advice delivered through a single app, offering USD accounts and risk-profiled, globally diversified multi-asset model portfolios. It emphasizes UCITS ETFs for tax-efficient investing for Latin-American clients, with accounts held at Interactive Brokers and SIPC protection; strategic support includes BlackRock. Account opening is currently advisor-only.
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Owner & Executives
RAYMUNDO COBO AVILA
President
- CRD
- #6085233
- Ownership
- Less than 5%
SAMANTHA MARIE EATON
Chief Compliance Officer, PRINCIPAL
- CRD
- #5223996
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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VALENTINA N/A BERAUD MACGOWAN
--
- CRD
- #8223124
MARIANA CRUZ PARTIDA
--
- CRD
- #8066498
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,837,615 | $569,272 |
| Non-Discretionary | $39,564,043 | $5,652,006 |
| Total | $346,401,658 | $634,435 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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