Mayra Rubalcaba Rodriguez
Investment adviser representative at Gbm Wealth Management, Inc.
19 yearsExperience
2 statesRegistered 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
19 years in the industry.
- Gbm Wealth Management, Inc.Oct 2025 to now
- Gbm International, Inc.Oct 2025 to now
- HomemakerJul 2025 to Oct 2025
- Monex Asset Management, Inc.May 2022 to Jun 2025
- Monex Securities, Inc.Feb 2022 to Jun 2025
- HomemakerJan 2021 to Feb 2022
- Black Door Staging LLCJan 2018 to Jan 2021
- HomemakerJul 2007 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5568019
- Firm CRD
- 145049