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Norbert Gonzales

Investment Adviser Representative at WEALTH MANAGEMENT

San Antonio, TXCRD #1528058Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
3

Professional summary

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

Norbert Gonzales has worked in the securities industry since 1998. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/18/1986
Series 22
Direct Participation Programs Representative Examination
Passed 7/18/1986
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/18/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $199,9991.75%
$200,000 to $499,9991.50%
$500,000 to $999,9991.25%
$1,000,000 to $1,999,9991.00%
$2,000,000 to $2,999,9990.90%
$3,000,000 to $3,999,9990.80%
$4,000,000 to $4,999,9990.70%
$5,000,000 or more0.50%
Source

Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH MANAGEMENTCurrent
2/9/2007San Antonio, TX
D RONALD VOSS INVESTMENT MANAGER
4/3/19988/28/2007San Antonio, TX

Official records & sources

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

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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. Norbert Gonzales 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.

Norbert Gonzales - Financial Advisor in San Antonio, TX | AdvisorFinder