GBM Wealth Management, Inc.

Overview

GBM Wealth Management, Inc. is an SEC registered investment adviser based in Houston, TX, registered since 2011. It reports $346M in assets under management across 546 accounts, with 10 employees. It has 10 investment adviser representatives.

Reported AUM

$346M

Discretionary

89%

Accounts

546

Average account

$634K

Employees

10

Advisory reps

10

Registered since

2011

Jurisdictions

4

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Jose Roberto Macouzet Chief Executive Officer CRD 4058287
• Raymundo Cobo Avila President, Chief Compliance Officer CRD 6085233
• Samantha Marie Eaton Principal CRD 5223996

1 more executive officer, with direct contact details

Advisory reps 3 of 10

• Valentina N/A Beraud Macgowan Registered Rep · Investment Adviser Rep CRD 8223124
• Raymundo Cobo Avila Registered Rep · Investment Adviser Rep CRD 6085233
• Mariana Cruz Partida Registered Rep · Investment Adviser Rep CRD 8066498

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2700 Post Oak Blvd Ste 1110
Houston, TX 77056

County

Harris

Metro area

Houston-The Woodlands-Sugar Land, TX

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: gbminvestor.com

Every state, with registration dates

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