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GB WEALTH ADVISORS LLC

Advisory

THE WOODLANDS, TX

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in TX
#1,893
of 2,813 advisers by AUM
Average account
$236K
across 158 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$37M
Discretionary %
99.1%
Clients
56
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$337K
Discretionary %99.1%
Total Clients56
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

EDEN CAPITAL MANAGEMENT PARTNERS, L.P.
HOUSTON, TX
$37M
-11.5% 1Y
ACRUENCE CAPITAL, LLC
DALLAS, TX
$37M
+69.6% 1Y
ALLEN WEALTH ADVISORS, LLC
COLLEYVILLE, TX
$37M
KRISHNA WEALTH PLANNING LLC
MCKINNEY, TX
$37M
FIDUCIARY FINANCIAL PLANNING GROUP, LLC
$37M
VERE ASSET MANAGEMENT, INC.
HOUSTON, TX
$38M
-10.1% 1Y

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