Kurtis Wesley Barnett
Investment adviser representative at Gibbs Wealth Management, LLC
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- Gibbs Wealth Management, LLCDec 2023 to now
- Financial Alliance and Insurance SolutionsDec 2010 to now
- Virtue Capital Management, LLCJul 2018 to Dec 2023
- Horter Investment Management, LLCJun 2015 to Aug 2018
- Groove Box EntertainmentMay 2001 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4483368
- Firm CRD
- 281621