Gbr Wealth Management, LLC (Honolulu)

Name: Gbr Wealth Management, LLC
Address: 1099 Alakea Street, Honolulu, HI, 96813
Telephone: 808-585-7788

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.

Gbr Wealth Management: assets under management

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 firm manages $140.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.03 million each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gbr Wealth Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Emmett Ratte	Chief investment officer	1 May 2005	50% - 75%	2191346
Bonnie Flower Rice	Member/chief compliance officer	1 Feb 2008	50% - 75%	1418208
Orest Victor Saikevych	Chief investment officer	1 Aug 2013	Other	4595379

Based in Honolulu

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.