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Gibson Monroe Wealth Advisors

Oakland, CAState-registered investment adviserCRD 324146

Filed as GIBSON MONROE WEALTH ADVISORS · Legal name Gibson Monroe Wealth Advisors LLC

Gibson Monroe Wealth Advisors is a state-registered investment advisory firm in Oakland, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

3 years

registered since 2023

$10,200,000

assets under management

2 arrangements

Percentage of assets, Fixed fees

None

disclosure items (Item 11)

Quick answers

From the filing

How is Gibson Monroe Wealth Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Gibson Monroe Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Gibson Monroe Wealth Advisors located?

Gibson Monroe Wealth Advisors' principal office is in Oakland, CA, according to its Form ADV.

Is Gibson Monroe Wealth Advisors registered with the SEC or a state?

Gibson Monroe Wealth Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324146.

How much does Gibson Monroe Wealth Advisors manage?

Gibson Monroe Wealth Advisors reports $10,200,000 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (98% discretionary).

What types of clients does Gibson Monroe Wealth Advisors serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57).

Does Gibson Monroe Wealth Advisors report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324146

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management
Fixed fees (other than subscription fees)

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

Regulatory assets under management

Item 5.F

$10,200,000

$10,200,000 as of October 2026, filing dated July 8, 2026.

Discretionary: $10,000,000.Non-discretionary: $200,000.

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

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 57 Assets $5,845,221 (57%)

High net worth individuals

Clients Fewer than 5 Assets $4,148,918 (41%)

Pension and profit sharing plans (but not the plan participants or government pension plans)

Clients Fewer than 5 Assets $200,000 (2%)

Corporations or other businesses not listed above

Clients Fewer than 5 Assets $5,861 (0%)

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.

Advisory services

Item 5.G

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5

Legal name: Gibson Monroe Wealth Advisors LLC
Registration: State-registered investment adviser. Status as filed: APPROVED.
Registered since: 2023 (3 years)
Employees: Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation: No.
States registered or notice-filed: 1 state or jurisdiction

CA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

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

Websites listed on Form ADV

Item 1.I

mfis.biz

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Gibson Monroe Wealth Advisors (CRD 324146): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/gibson-monroe-wealth-advisors-oakland-ca-324146