{
  "crd_number": 297501,
  "slug": "great-gable-wealth-management-llc-beverly-hills-ca-297501",
  "primary_business_name": "GREAT GABLE WEALTH MANAGEMENT, LLC",
  "legal_name": "GREAT GABLE ADVISORS, LLC",
  "dbas": [
    "GREAT GABLE WEALTH MANAGEMENT, LLC"
  ],
  "city": "Beverly Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-05",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 220534897.0,
  "raum_discretionary": 220534897.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 33763839.0,
      "count": 236
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 186771058.0,
      "count": 65
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "GA",
    "MD",
    "TX"
  ],
  "websites": [
    "https://greatgable.com",
    "https://linkedin.com/company/great-gable-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297501",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/great-gable-wealth-management-llc-beverly-hills-ca-297501",
  "display_name": "Great Gable Wealth Management, LLC",
  "summary": "Great Gable Wealth Management, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Great Gable Wealth Management, LLC (CRD 297501): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Great Gable Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Great Gable Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Great Gable Wealth Management, LLC located?",
      "a": "Great Gable Wealth Management, LLC's principal office is in Beverly Hills, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Great Gable Wealth Management, LLC registered with the SEC or a state?",
      "a": "Great Gable Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297501."
    },
    {
      "q": "How much does Great Gable Wealth Management, LLC manage?",
      "a": "Great Gable Wealth Management, LLC reports $220,534,897 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Great Gable Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Great Gable Wealth Management, LLC: Regulatory assets under management: $132,647,399 in the October 2021 data and $220,534,897 in the October 2026 data, up 66%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Great Gable Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); high net worth individuals (65)."
    },
    {
      "q": "Which custodians does Great Gable Wealth Management, LLC use?",
      "a": "Great Gable Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Great Gable Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297501"
    },
    {
      "q": "Does Great Gable Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"There is no minimum account size for prospective Clients.\""
    },
    {
      "q": "What changed in Great Gable Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $189,708,295 to $220,534,897 (+16%). Registered or notice-filed in GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 132647399.0,
      "total_employees": 5,
      "filing_date": "2021-03-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 136507086.0,
      "total_employees": 5,
      "filing_date": "2022-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 108422318.0,
      "total_employees": 4,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 135828182.0,
      "total_employees": 4,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 189708295.0,
      "total_employees": 3,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 220534897.0,
      "total_employees": 3,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $189,708,295 to $220,534,897 (+16%).",
        "Registered or notice-filed in GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size for prospective Clients."
        ]
      }
    ],
    "quotes": [
      "There is no minimum account size for prospective Clients."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/great-gable-wealth-management-llc-beverly-hills-ca-297501.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 236,
      "fewer_than_5": false,
      "raum": 33763839.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 186771058.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297501",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}