Chief Executive Officer · GBM Wealth Management, Inc.
Jose R. Macouzet
CRD 4058287 · Named on Form ADV at one SEC-registered adviser
At a glance
GBM Wealth Management, Inc., an SEC-registered wealth manager based in Houston, TX with $346 million in regulatory assets, lists Jose R. Macouzet on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- GBM Wealth Management, Inc.Chief Executive OfficerWealth manager · Houston, TX · $346M in regulatory assets
AtlasMembers
Jose’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Raymundo Cobo AvilaPresident, GBM Wealth Management, Inc.
- Pamela ReynosoChief Compliance Officer, GBM Wealth Management, Inc.
- Samantha M. EatonPrincipal, GBM Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jose’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.