RIA Intel›Advisers›California›GIBSON MONROE WEALTH ADVISORS LLC

GIBSON MONROE WEALTH ADVISORS LLC

Advisory

OAKLAND, CA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in CA

#4,647

of 5,480 advisers by AUM

Average account

$54K

across 189 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$200K

Discretionary %98%

Total Clients57

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

The full client-type breakdown and the share of AUM each category represents.

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