GIBBS WEALTH MANAGEMENT, LLC

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UUID7b4a1277-00bd-53b7-96f0-0e23387ff37d

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	281621	281621	—	1.0
sec_file_number	801-123227	801-123227	—	—

Profile

Websitehttp://www.preservationfinancialgroup.com

HQ CityALPHARETTA

HQ StateGA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)639,157,693.0
RAUM (discretionary)623,769,486.0
Actionable assets108,247,904.0
Accounts5,460.0

Institutional Clients

Government AUM—
Pension AUM15,388,207.0
Charitable AUM—
HNW AUM92,859,697.0

As of 2025-07-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
GIBBS, EDWARD, BYRON	MANAGING MEMBER/OWNER	OFFICER	—	{"filing_id": "2016880", "owner_id": "3126187", "source": "adv_part1", "table": "Schedule_A_B"}
FOY, ASKARI, J	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2016880", "owner_id": "7650814", "source": "adv_part1", "table": "Schedule_A_B"}
MOWERY, DANIEL, ROY	PRESIDENT	EMPLOYEE	—	{"filing_id": "2016880", "owner_id": "6982579", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

GIBBS, EDWARD, BYRON

MANAGING MEMBER/OWNER

OFFICER

—

{"filing_id": "2016880", "owner_id": "3126187", "source": "adv_part1", "table": "Schedule_A_B"}

FOY, ASKARI, J

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2016880", "owner_id": "7650814", "source": "adv_part1", "table": "Schedule_A_B"}

MOWERY, DANIEL, ROY

PRESIDENT

EMPLOYEE

—

{"filing_id": "2016880", "owner_id": "6982579", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/18/2025 01:58:52 PM",
  "filing_id": "2016880",
  "reg_type": "IA"
}
```

GIBBS WEALTH MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1