# Great Gable Wealth Management, LLC

> 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.

- CRD: 297501
- Filed as: GREAT GABLE WEALTH MANAGEMENT, LLC
- Legal name: Great Gable Advisors, LLC
- Also doing business as: GREAT GABLE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297501
- AdvisorCensus page: https://advisorcensus.com/firm/great-gable-wealth-management-llc-beverly-hills-ca-297501

## Quick answers

**How is Great Gable Wealth Management, LLC compensated?**
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.

**Where is Great Gable Wealth Management, LLC located?**
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).

**Is Great Gable Wealth Management, LLC registered with the SEC or a state?**
Great Gable Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297501.

**How much does Great Gable Wealth Management, LLC manage?**
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).

**How have Great Gable Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Great Gable Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); high net worth individuals (65).

**Which custodians does Great Gable Wealth Management, LLC use?**
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.

**Does Great Gable Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Great Gable Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "There is no minimum account size for prospective Clients."

**What changed in Great Gable Wealth Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> There is no minimum account size for prospective Clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $220,534,897
- Discretionary: $220,534,897
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 236 | $33,763,839 |
| High net worth individuals | 65 | $186,771,058 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, MD, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297501

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- greatgable.com
- LinkedIn @great-gable-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,647,399 | 5 | March 4, 2021 |
| October 2022 | $136,507,086 | 5 | August 29, 2022 |
| October 2023 | $108,422,318 | 4 | March 7, 2023 |
| October 2024 | $135,828,182 | 4 | March 26, 2024 |
| October 2025 | $189,708,295 | 3 | March 27, 2025 |
| October 2026 | $220,534,897 | 3 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Gable Wealth Management, LLC (CRD 297501): Form ADV filing data as of October 2026.