Desiree Meixueiro luna
Investment adviser representative at Gbm Wealth Management, Inc.
11 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
11 years in the industry.
- Gbm Wealth Management, Inc.Apr 2024 to now
- Gbm International, Inc.Feb 2022 to now
- Grupo Bursatil Mexicano, Casa De Bolsa Sa De CvJun 2015 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7526270
- Firm CRD
- 145049