Gibbs Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 281621
· SEC file 801-123227
· Alpharetta, GA
· marathongroupfinancial.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 5,356
- Avg AUM / client
- $199K
- Accounts
- 5,357
- Employees
- 147
AUM over time
$102M
$1.1B
Dec 2021
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,216 | $790M | 74.2% |
| High net worth individuals | 140 | $256M | 24.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $19.0M | 1.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Optima Tax Relief, Llc 401(k) Profit Sharing Plan Optima Tax Relief, Llc | 2024 |
People (66)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Byron Gibbs | Managing Member/Owner | Oct 2015 (11y) | 75% or more | |
| Daniel Roy Mowery | President | Jan 2022 (5y) | Less than 5% | |
| Vande Beek, Peter, Tyler | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Brian Wade Whitaker | Registered representative | Apr 2020 (6y) | ||
| Jon Jon Knepp | Registered representative | Apr 2020 (6y) | ||
| Nicholas Anthony Duncheon | Registered representative | Jul 2020 (6y) | ||
| Steven James Katz | Registered representative | Sep 2021 (5y) | ||
| Dustin Patrick Grimes | Registered representative | Dec 2021 (5y) | ||
| Martin D. Weiss | Registered representative | Feb 2022 (4y) | ||
| Theodore M Moyer | Registered representative | Apr 2022 (4y) | ||
| Andrew Robert Pieracini | Registered representative | Jun 2022 (4y) | ||
| Robert Arthur Allen | Registered representative | Oct 2022 (4y) | ||
| Brendan Vincent Grady | Registered representative | Oct 2022 (4y) | ||
| Mcgarry P Murray | Registered representative | Feb 2023 (3y) | ||
| Laura Ann Pesek | Registered representative | May 2023 (3y) | ||
| Douglas A Clancy | Registered representative | Jul 2023 (3y) | ||
| Ryan Melay Bauman | Registered representative | Aug 2023 (3y) | ||
| Ryan John Brummans | Registered representative | Aug 2023 (3y) | ||
| Justin Turney | Registered representative | Oct 2023 (3y) | ||
| Jesse Logan Dietz | Registered representative | CFP | Dec 2023 (3y) | |
| Kurtis Wesley Barnett | Registered representative | Dec 2023 (3y) | ||
| John Paul Reising | Registered representative | Jan 2024 (3y) | ||
| Michael Allen Lee | Registered representative | Jan 2024 (3y) | ||
| Roy Leigh Ray | Registered representative | Feb 2024 (2y) | ||
| Chyenne Renee Hayes | Registered representative | Mar 2024 (2y) | ||
| Daniel Patrick Orfin | Registered representative | Mar 2024 (2y) | ||
| Rocky Lee Campbell | Registered representative | Apr 2024 (2y) | ||
| Anthony Michael Montenegro | Registered representative | Apr 2024 (2y) | ||
| Salvatore Antonio Lavely | Registered representative | Apr 2024 (2y) | ||
| Frederick Howard Adler | Registered representative | May 2024 (2y) | ||
| Charles Jacob Staton | Registered representative | May 2024 (2y) | ||
| Lisa Gail Brumfield | Registered representative | May 2024 (2y) | ||
| William Earl Smith | Registered representative | Jun 2024 (2y) | ||
| Nicholas Allen Rigano | Registered representative | Jun 2024 (2y) | ||
| Wendy Zane Pang | Registered representative | Jun 2024 (2y) | ||
| Tovey Jay Allen | Registered representative | Aug 2024 (2y) | ||
| Derick O'niel Legg | Registered representative | Sep 2024 (2y) | ||
| Gregory Miles Babcock | Registered representative | Jan 2025 (2y) | ||
| Thomas Warren Watson | Registered representative | Jan 2025 (2y) | ||
| Stacy Jane Summerlin | Registered representative | Jan 2025 (2y) | ||
| John Olaf Olson | Registered representative | Jan 2025 (2y) | ||
| Evan Robert Allen | Registered representative | Feb 2025 (1y) | ||
| Dustin Brandt Mitchell | Registered representative | Feb 2025 (1y) | ||
| Dominick Anthony Messina | Registered representative | Mar 2025 (1y) | ||
| Keegan Colangelo | Registered representative | May 2025 (1y) | ||
| Mary Tabitha Deutsch | Registered representative | May 2025 (1y) | ||
| Breck Jacobs | Registered representative | Jun 2025 (1y) | ||
| Steven William Holland | Registered representative | Jun 2025 (1y) | ||
| Judith Ann Villella | Registered representative | Jun 2025 (1y) | ||
| Anthony James Nichlos Cervone | Registered representative | Jul 2025 (1y) | ||
| Cherisse Juliana Ferrier Yarde | Registered representative | Jul 2025 (1y) | ||
| Justin Duane Mundt | Registered representative | Jul 2025 (1y) | ||
| Kelly C Tully | Registered representative | Jul 2025 (1y) | ||
| Cory Stewart Allen | Registered representative | Sep 2025 (1y) | ||
| Jonathan Loyhayem | Registered representative | Sep 2025 (1y) | ||
| Peter William Dotson | Registered representative | Nov 2025 (1y) | ||
| Donald Lewis Retallick | Registered representative | Dec 2025 (1y) | ||
| Jason Mcgilvery | Registered representative | Dec 2025 (1y) | ||
| Robert Steven Messina | Registered representative | Dec 2025 (1y) | ||
| Stephen Schoen Baldwin | Registered representative | Dec 2025 (1y) | ||
| Jeffrey Dale Girard | Registered representative | Jan 2026 (1y) | ||
| Emile Joachim Babin | Registered representative | CFP | Feb 2026 (0y) | |
| Jessica M Castle | Registered representative | Feb 2026 (0y) | ||
| Ronald Litteral | Registered representative | Mar 2026 (0y) | ||
| Susanne Marie Naso | Registered representative | May 2026 (0y) | ||
| Jackson Nathaniel Favors | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Optima Tax Relief, Llc 401(k) Profit Sharing Plan | Optima Tax Relief, Llc | 363 | $15.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 2.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $989M (93% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗