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Judith Ann Villella

Investment adviser representative at Gibbs Wealth Management, LLC
10 yearsExperience
2 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

10 years in the industry.

  1. Gibbs Wealth Management, LLCJun 2025 to now
  2. Smart Retirement Options LLCJul 2016 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (PA, WV).

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
8112353
Firm CRD
281621
Advisor's SEC record (opens in a new tab)
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