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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2015
- Office Locations
- 56
Office Locations
About Gibbs Wealth Management, LLC
Gibbs Wealth Management, LLC is an RIA that pairs wealth management and financial planning (including estate and insurance planning) with a built-in platform for developing advisors through mentoring, ongoing training, and its “proven sales system.” The firm emphasizes asset allocation and risk management and commonly implements portfolios using ETFs, mutual funds, and fixed income. Advisor support includes compliance-approved marketing and lead-generation resources; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD BYRON GIBBS
Investment Advisor, Managing Member, Owner
- CRD
- #3126187
- Ownership
- 75% or more
DANIEL ROY MOWERY
President, Vice President
- CRD
- #6982579
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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FREDERICK HOWARD ADLER JR
--
- CRD
- #1370270
Cory Stewart Allen
--
- CRD
- #7084730
Showing 2 of 65 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,045,821,925 | $195,262 |
| Non-Discretionary | $19,000,000 | $19,000,000 |
| Total | $1,064,821,925 | $198,772 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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