Marcos C. Goodman

GBG WEALTH MANAGEMENT LLC

MESA, AZ 85210

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CRD#: 7987438

Professional summary

Marcos Christian Goodman is a registered financial advisor currently at GBG WEALTH MANAGEMENT LLC located in Mesa, Arizona.

Marcos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Marcos has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 01/01/2006 - TAX PREP/ACCOUNTING/BOOKKEEPING - GALLACHER, BOSEN, & GOODMAN, PLLC - TAXES, ACCOUNTING, PAYROLL, COMPILATIONS, CONSULTING. - TIME SPENT 80%. (2) 04/2012 - GBG HOLDINGS LLC - REAL ESTATE RENTAL - ONE COMMERCIAL SUITE. THIS BUILDING IS OCCUPIED BY OUR CPA FIRM LISTED AS OBA - TIME SPENT 2% - MESA, AZ (3) 12/23/2013 - 35 VINEYARD LLC - COMMERCIAL LAND RENTAL - TIME SPENT 2% - MESA, AZ (4) 01/2020 - ARIZONA PLUMBING EXPERTS LLC - PLUMBING AND SEPTIC SERVICES. TIME SPENT 2% - MESA, AZ (5) 08/2015 - COAZ HOLDINGS LLC - REAL ESTATE RENTAL - ONE COMMERCIAL SUITE. THIS BUILDING IS OCCUPIED BY OUR CPA FIRM LISTED AS OBA - TIME SPENT 2% - MESA, AZ

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcos Christian Goodman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 2, 2024 - Present

GBG WEALTH MANAGEMENT LLC

Office #1: 1830 S Alma School Rd Suite 116, Mesa, AZ 85210

RIA

CRD#: 333368

MESA, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GBG WEALTH MANAGEMENT LLC

CRD#: 333368 / SEC#: 801-131408

RIA

Registered Investment Advisory firm - (11/4/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(12/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/7/2024

Uniform Investment Adviser Law Examination

Current Firm

GBG WEALTH MANAGEMENT LLC

CRD#: 333368 / SEC#: 801-131408

RIA

Registered Investment Advisory firm - (11/4/2024 Approved)

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Contact information

Main Address

10465 Park Meadows Dr #107, Lone Tree, CO 80124

Mailing Address

Phone number

(303) 708-1640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/22/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marcos C. Goodman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcos Christian Goodman's CRS (Customer Relationship Summary).

Certified licenses

Experience

GBG WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

GBG WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2024

Current Firm

GBG WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

GBG WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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