Gbr Wealth Management, LLC is a large advisory firm based in Honolulu. It manages $140.95 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Connecticut, Hawaii, New Jersey, and New York.
Gbr Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and adminstrative services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gbr Wealth Management, LLC is $140.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gbr Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gregory Emmett Ratte has served as the Chief Investment Officer since 1 May 2005. Orest Victor Saikevych joined the executive team most recently as the Chief Investment Officer.
The principal office where Gbr Wealth Management, LLC performs its advisory services is located at 1099 Alakea Street, Honolulu, HI 96813, which is also the mailing address of the firm. An additional office of the firm is in Vernon, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 808-585-7788 or by fax 808-585-7784. The normal business hours are 6am to 4pm on Monday - Friday. You can find more information about the New York firm at www.gbrwealth.com.