Gibbs Wealth Management, LLC

• A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated April 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,064,821,925 as of October 2026, filing dated August 28, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

360 WEALTH MANAGEMENT, LLC, ABSOLUTE WEALTH MANAGEMENT, LLC, ALEVO WEALTH MANAGEMENT, ALLEN WEALTH & ASSET MANAGEMENT, AMERICAN PRINCIPAL WEALTH MANAGEMENT, BABIN & ASSOCIATES FINANCIAL ADVISORS, BAKER RICHARDS WEALTH MANAGEMENT, BALDWIN FINANCIAL GROUP, BEACON WEALTH MANAGEMENT, BILL SMITH WEALTH MANAGEMENT, LLC, COMPASS WEALTH MANAGEMENT, COSAINT ADVISORS, LLC, DIVERSIFIED WEALTH MANAGEMENT, EVERGREEN TEAM WEALTH MANAGEMENT, LLC, FDT WEALTH MANAGEMENT, INC., FINANCIAL RESOURCES GROUP, FLYING EAGLE WEALTH MANAGEMENT, FUTURE FOCUS WEALTH MANAGEMENT, GRADY GROUP WEALTH MANAGEMENT LLC, GREAT LAKES WEALTH MANAGEMENT, LLC, GRIMES FINANCIAL GROUP, HARPER WEALTH MANAGEMENT, HYBRID WEALTH MANAGEMENT, KNEPP WEALTH MANAGEMENT, LLC, LEGACY 360 WEALTH MANAGEMENT, LLC, LEGACY GROUP WEALTH MANAGEMENT, MARATHON GROUP WEALTH MANAGEMENT, MESSINA'S WEALTH ADVISORS, MIPRO WEALTH MANAGEMENT, MITCHELL WEALTH MANAGEMENT, LLC, MTD WEALTH MANAGEMENT, MUNDT WEALTH MANAGEMENT, RETALLICK WEALTH MANAGEMENT, RETIREMENT PLANNERS OF TEXAS, ROSE FINANCIAL MANAGEMENT, SBC WEALTH MANAGEMENT, SMART WEALTH MANAGEMENT, SRS WEALTH MANAGEMENT, SUNCREST WEALTH ADVISORS, LLC, TEAM N&L WEALTH MANAGEMENT, TLL WEALTH MANAGEMENT, LLC, TOTAL FINANCIAL WEALTH MANAGEMENT, TURNEY WEALTH MANAGEMENT, LLC, TW WEALTH MANAGEMENT, WEALTHFUL LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (4 years)

Employees

Total: 147. Performing investment advisory functions: 59.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

125 other offices, as of the September 2026 filing

Abilene, TXAdrian, MIAgoura Hills, CAArchbold, OHAustin, MNBaton Rouge, LABay City, MIBellevue, WABettendorf, IABiloxi, MSBirmingham, ALBloomfield Twp., MIBoise, IDBonita Springs, FLBoulder, COBridgeville, PABrighton, MIBurbank, CABurlington, WICanoga Park, CACedar Hill, TXCerritos, CAChattanooga, TNClearfield, UTClearwater, FLColumbus, OHCottonwood Heights, UTCrown Point, INCrystal River, FLDanville, CADecorah, IADenver, CODiamondhead, MSDouglasville, GADubuque, IADurham, NCElkhart, INElm Grove, WIEscanaba, MIEvansville, INFindlay, OHFishers, INFlower Mound, TXFort Myers, FLFort Wayne, INFort Worth, TXFremont, OHGermantown, WIGlendale, CAGranbury, TXGrand Blanc, MIGreen Valley, AZGretna, LAHiawatha, IAHingham, MAHolland, OHHonolulu, HIHouma, LAHouston, TXJacksonville, FLJasper, INKennesaw, GAKnoxville, TNLa Crescent, MNLaporte, INLawrenceville, GALehi, UTLemoyne, PALima, OHLivonia, MILogan, UTLouisville, KYLoveland, COMandeville, LAMetairie, LAMorgantown, WVMunster, INMurrieta, CANashville, TNNewhall, CANewport Beach, CAOrange Park, FLOrland Park, ILOwatonna, MNOwensboro, KYPasadena, CAPennsburg, PAPerrysburg, OHPineville, NCRiverside, CARochester, MNRockford, ILRolling Hills Estates, CARolling Meadows, ILRoseville, CASaint Charles, MNSalt Lake City, UTSan Diego, CASan Jose, CASan Marcos, CASandy Springs, GASanta Monica, CASarasota, FLSavannah, GAShawnee, KSSimi Valley, CASkokie, ILSlidell, LASouth Bend, INSouthlake, TXSparta, TNSt. Charles, ILSt. George, UTSt. Simons Island, GASunnyvale, CATrenton, MITucson, AZTucson,, AZValparaiso, INVenice, FLWaterloo, IAWest Desmoines, IAWestchester, ILWilliston, VTYulee, FL

States registered or notice-filed

39 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Civil court matters Item 11.H

• 11.H(1)(b) Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $102,227,838 in the October 2022 data and $1,064,821,925 in the October 2026 data, up 942%.

Total employees: 21 in October 2022 and 147 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • Added an office in Riverside, CA.
2. August 2026
   • Added the business name TLL Wealth Management, LLC.
   • Changed its office addresses in Pineville, NC.
   • Added an office in Bellevue, WA.
   • Registered or notice-filed in NH, WA, WY.
3. April 2026
   • Regulatory assets under management went from $639,157,693 to $1,061,421,925 (+66%).
   • Employees performing advisory functions went from 49 to 59.
   • Item 11 disclosure answers changed: 3 yes answers, previously 2 (now yes: 11.H(1)(b)).
   • Added the business name Wealthful LLC.
   • Added the business name Alevo Wealth Management.
   • Added the business name Baldwin Financial Group.
   • Added the business name Messina's Wealth Advisors.
   • Added the business name Flying Eagle Wealth Management.
   • Added the business name Grady Group Wealth Management LLC.
   • Added the business name Babin & Associates Financial Advisors.
   • No longer lists the business name Grady Group Inc..
   • No longer lists the business name Reising Financial.
   • No longer lists the business name Investsafe Financial.
   • No longer lists the business name Flying Eagle Financial.
   • No longer lists the business name Messina's Wealth Management.
   • No longer lists the business name Preservation Financial Group.
   • No longer lists the business name Fairbridge Capital Management.
   • No longer lists the business name Integrity Private Wealth, LLC.
   • No longer lists the business name Wealthful Financial Group, Inc..
   • No longer lists the business name Cornerstone Wealth & Tax Advisory Group.
   • No longer lists the business name Financial Alliance & Insurance Solutions.
   • Changed its office addresses in Germantown, WI.
   • Changed its office addresses in Grand Blanc, MI.
   • Changed its office addresses in Newport Beach, CA.
   • Added an office in Abilene, TX.
   • Added an office in Adrian, MI.
   • Added an office in Archbold, OH.
   • Added an office in Austin, MN.
   • Added an office in Baton Rouge, LA.
   • Added an office in Bay City, MI.
   • Added an office in Bettendorf, IA.
   • Added an office in Biloxi, MS.
   • Added an office in Birmingham, AL.
   • Added an office in Bloomfield Twp., MI.
   • Added an office in Boise, ID.
   • Added an office in Bonita Springs, FL.
   • Added an office in Boulder, CO.
   • Added an office in Bridgeville, PA.
   • Added an office in Brighton, MI.
   • Added an office in Burbank, CA.
   • Added an office in Canoga Park, CA.
   • Added an office in Cedar Hill, TX.
   • Added an office in Cerritos, CA.
   • Added an office in Chattanooga, TN.
   • Added an office in Clearfield, UT.
   • Added an office in Clearwater, FL.
   • Added an office in Cottonwood Heights, UT.
   • Added an office in Crown Point, IN.
   • Added an office in Decorah, IA.
   • Added an office in Denver, CO.
   • Added an office in Diamondhead, MS.
   • Added an office in Dubuque, IA.
   • Added an office in Elkhart, IN.
   • Added an office in Elm Grove, WI.
   • Added an office in Escanaba, MI.
   • Added an office in Findlay, OH.
   • Added an office in Flower Mound, TX.
   • Added an office in Fort Wayne, IN.
   • Added an office in Fort Worth, TX.
   • Added an office in Fremont, OH.
   • Added an office in Glendale, CA.
   • Added an office in Granbury, TX.
   • Added an office in Green Valley, AZ.
   • Added an office in Gretna, LA.
   • Added an office in Honolulu, HI.
   • Added an office in Houma, LA.
   • Added an office in Jacksonville, FL.
   • Added an office in Jasper, IN.
   • Added an office in Knoxville, TN.
   • Added an office in La Crescent, MN.
   • Added an office in Laporte, IN.
   • Added an office in Lehi, UT.
   • Added an office in Lemoyne, PA.
   • Added an office in Lima, OH.
   • Added an office in Logan, UT.
   • Added an office in Louisville, KY.
   • Added an office in Mandeville, LA.
   • Added an office in Metairie, LA.
   • Added an office in Morgantown, WV.
   • Added an office in Murrieta, CA.
   • Added an office in Nashville, TN.
   • Added an office in Newhall, CA.
   • Added an office in Orange Park, FL.
   • Added an office in Orland Park, IL.
   • Added an office in Owatonna, MN.
   • Added an office in Owensboro, KY.
   • Added an office in Pasadena, CA.
   • Added an office in Perrysburg, OH.
   • Added an office in Rochester, MN.
   • Added an office in Rockford, IL.
   • Added an office in Rolling Hills Estates, CA.
   • Added an office in Rolling Meadows, IL.
   • Added an office in Saint Charles, MN.
   • Added an office in Salt Lake City, UT.
   • Added an office in San Diego, CA.
   • Added an office in San Jose, CA.
   • Added an office in San Marcos, CA.
   • Added an office in Santa Monica, CA.
   • Added an office in Sarasota, FL.
   • Added an office in Savannah, GA.
   • Added an office in Shawnee, KS.
   • Added an office in Simi Valley, CA.
   • Added an office in Skokie, IL.
   • Added an office in Slidell, LA.
   • Added an office in South Bend, IN.
   • Added an office in Southlake, TX.
   • Added an office in St. Charles, IL.
   • Added an office in St. George, UT.
   • Added an office in St. Simons Island, GA.
   • Added an office in Sunnyvale, CA.
   • Added an office in Trenton, MI.
   • Added an office in Tucson, AZ.
   • Added an office in Valparaiso, IN.
   • Added an office in Venice, FL.
   • Added an office in Waterloo, IA.
   • Added an office in West Desmoines, IA.
   • Added an office in Westchester, IL.
   • Added an office in Williston, VT.
   • Added an office in Yulee, FL.
   • No longer lists an office in Allentown, PA.
   • No longer lists an office in Campbell, CA.
   • No longer lists an office in Harrisburg, PA.
   • No longer lists an office in Long Beach, CA.
   • No longer lists an office in Parsippany, NJ.
   • No longer lists an office in Tallahassee, FL.
   • No longer lists an office in Warwick, RI.
   • Registered or notice-filed in OR.
   • Updated its list of owners and control persons (Schedule A).
4. December 2025
   • Added the business name Integrity Private Wealth, LLC.
   • No longer lists the business name Integrity Wealth Management & Insurance Services, LLC.
   • Registered or notice-filed in MT.
   • Updated its list of owners and control persons (Schedule A).
5. November 2025
   • Added the business name Future Focus Wealth Management.
   • No longer lists the business name Future Focus Financial.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.