# Gibson Monroe Wealth Advisors

> 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.

- CRD: 324146
- Filed as: GIBSON MONROE WEALTH ADVISORS
- Legal name: Gibson Monroe Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324146
- AdvisorCensus page: https://advisorcensus.com/firm/gibson-monroe-wealth-advisors-oakland-ca-324146

## Quick answers

**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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,200,000
- Discretionary: $10,000,000
- Non-discretionary: $200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $5,845,221 |
| High net worth individuals | Fewer than 5 | $4,148,918 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $200,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,861 |

### 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mfis.biz
- Facebook @MFIS.biz
- Instagram @matthewsfinancial
- Instagram @mfisguru
- YouTube @JasonMatthewsmfis

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gibson Monroe Wealth Advisors (CRD 324146): Form ADV filing data as of October 2026.