GBG WEALTH MANAGEMENT LLC

GBG WEALTH MANAGEMENT LLC of LONE TREE, CO is an SEC-registered investment adviser (CRD 333368). Regulatory assets under management: $23.8M.

Registration

• CRD: 333368
• SEC file number: 801-131408
• Type: Registered investment adviser
• Location: 10465 PARK MEADOWS DR, #107, LONE TREE, CO, 80124
• Phone: 303-708-1640
• Latest filing: 2026-03-10
• Regulatory AUM: $23.8M
• Discretionary AUM: $23.8M
• Clients: 4
• Accounts: 89

Business model

Compensation: % of AUM, Fixed.

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

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333368 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search