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Edward Byron Gibbs

Investment adviser representative at Gibbs Wealth Management, LLC
8 yearsExperience
10 statesRegistered in
$1.1BFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

8 years in the industry.

  1. Sjm Real Estate Holdings, LLCApr 2019 to now
  2. Gibbs Wealth Management, LLCSep 2015 to now
  3. Gibbs Marketing Inc.Dec 2014 to now
  4. Gibbs Financial GroupJan 2013 to now
  5. Visionary Wealth Management, LLCDec 2020 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 10 states (CA, CO, FL, GA, IA, IL, IN, NC, OH, WI).

Gibbs Wealth Management, LLC

$1.1BAssets managed
5,356Clients
68Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3126187
Firm CRD
281621
Advisor's SEC record (opens in a new tab)
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