Gibbs Wealth Management, LLC

Overview

Gibbs Wealth Management, LLC is an SEC registered investment adviser based in Alpharetta, GA, registered since 2015. It reports $1.1B in assets under management across 5,357 accounts, with 147 employees. It has 68 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

98%

Accounts

5,357

Average account

$199K

Employees

147

Advisory reps

68

Registered since

2015

Jurisdictions

39

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Daniel Roy Mowery President CRD 6982579
• Edward Byron Gibbs Managing Member, Owner CRD 3126187
• Susanne Marie Naso Chief Compliance Officer CRD 4243529

Advisory reps 3 of 68

• Frederick Howard Adler Jr. Insurance Agent · Investment Adviser Rep CRD 1370270
• Cory Stewart Allen Investment Adviser Rep CRD 7084730
• Evan Robert Allen Insurance Agent · Investment Adviser Rep CRD 8041006

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

Location

Headquarters

3980 Old Milton Pkwy
Alpharetta, GA 30005

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: marathongroupfinancial.com

Every state, with registration dates

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