GAMA WEALTH MANAGEMENT, LLC

GAMA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 304755). Regulatory assets under management: $29.6M.

Registration

• CRD: 304755
• Type: Registered investment adviser
• Phone: 949-874-2000
• Latest filing: 2026-03-16
• Regulatory AUM: $29.6M
• Discretionary AUM: $29.6M
• Clients: 2
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304755 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search