CRD: 297501
Great Gable Wealth Management, LLC
$220.5M Total AUM
$220.5M Disc. AUM
26.7% 3Y CAGR
3 Employees
301 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2018
- Office Locations
- 1
Office Locations
315 S. Beverly DR Suite 406 Beverly Hills CA
About Great Gable Wealth Management, LLC
Great Gable Wealth Management, LLC is a Beverly Hills-based RIA. The firm has been operating for 7 years. Managing $220.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
54 AVG AGE
$73.5M AVG AUM / ADVISOR
$732.7K AVG AUM / CLIENT
7.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
AMIR NMN NAVAB
Wealth Advisor, WEALTH MANAGER
- CRD
- #2437020
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JACQUES ALAIN SOENENS
Chief Compliance Officer, Chief Executive Officer, Managing Member, Managing Partner
- CRD
- #2228974
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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DAMION LENELL SMITH
Managing Director
- CRD
- #2742796
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,534,897 | $321,011 |
| Non-Discretionary | $0 | -- |
| Total | $220,534,897 | $321,011 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Private Funds:
Available Derivatives:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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