GIBSON MONROE WEALTH ADVISORS

GIBSON MONROE WEALTH ADVISORS of OAKLAND, CA is an SEC-registered investment adviser (CRD 324146). Regulatory assets under management: $10.2M.

Registration

• CRD: 324146
• Type: Registered investment adviser
• Location: 2100 EMBARCADERO, OAKLAND, CA, 94606
• Phone: (510) 229-7608
• Latest filing: 2026-07-08
• Regulatory AUM: $10.2M
• Discretionary AUM: $10.0M
• Non-discretionary AUM: $200K
• Clients: 2
• Accounts: 189

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search