Pamela Reynoso
Investment adviser representative at Gbm Wealth Management, Inc.
20 yearsExperience
1 stateRegistered in
$346.4MFirm assets
2 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
20 years in the industry.
- Portafolio Advisory Solutions LLCApr 2026 to now
- Gbm Wealth Management, Inc.Jan 2024 to now
- Portfolio Investments, Inc.Oct 2016 to now
- Gbm International, Inc.Apr 2006 to now
- Gbm Wealth Management, Inc.Jul 2020 to Jan 2022
- Gbm Wealth Sa De RlDec 2018 to May 2019
- Gbm Wealth Management, S. De R.L. De C.V.May 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gbm Wealth Management, Inc.
$346.4MAssets managed
546Clients
10Advisers
2 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
- 4755159
- Firm CRD
- 145049