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Gonzalo Uribe Rojas

Investment Adviser Representative at GBM Wealth Management, Inc.

Houston, TXCRD #8012026Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gonzalo Uribe Rojas is an investment adviser representative with GBM Wealth Management, Inc. in Houston, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

2700 Post Oak Blvd, Suite 1110
Houston, TX 77056

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
1 state or territory

Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/13/2025
Series 7
General Securities Representative Examination
Passed 3/17/2025
SIE
Securities Industry Essentials Examination
Passed 11/14/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

GBM Wealth Management, Inc.Current
6/12/2025 – Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. GBM Mexico
    Sep 2023 – no end date reportedMexico City
  2. GBM International, Inc.
    Nov 2024 – no end date reportedHouston, TX
  3. Cargamos
    Oct 2022 – Feb 2023Mexico City
  4. Nazca
    Jan 2022 – Jul 2022Mexico City
  5. Anahuac University
    Aug 2019 – Jun 2024Mexico City
  6. Ibero University
    Aug 2018 – Jun 2019Mexico City
  7. Instituto Cumbres
    Aug 2015 – Jun 2018Mexcio City

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About GBM Wealth Management, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$250,000 (waivable)
Firm's annual rate schedule by assets
  • Less than $50,000 (Xendia sub-advised)1.65%
  • $50,001 to $100,000 (Xendia sub-advised)1.40%
  • $100,001 to $200,000 (Xendia sub-advised)1.20%
  • More than $200,001 (Xendia sub-advised)1.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthInsurance CompaniesCorporationsOther

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
1
Main office:
Houston, TX
SEC file number:
801-129803

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at GBM Wealth Management, Inc.

9 other advisors in the directory

View GBM Wealth Management, Inc. firm profile

Similar advisors in Houston, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gonzalo Uribe Rojas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gonzalo Uribe Rojas (GBM Wealth Management) | AdvisorFinder