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Godsey & Gibb Wealth Management

Financial planning in Richmond, VA

SEC registeredNo commissions reported

Call (804) 285-7333Send a messageMap ↗

Public-record details

Address
6806 Paragon Pl, Ste 230, Richmond, VA 23230
Phone
(804) 285-7333
Listed under
Financial planning, % of assets managed
Legal name
Godsey & Gibb INC
CRD number
105650
Registration
SEC registered since 1985-03-05
Compensation (Form ADV 5.E)
Percentage of assets under management; Other (Financial Planning Fees, Tax Preparation Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management
$1.6 billion
Accounts managed
1,876
Clients reported (Form ADV 5.D)
831
Individual / high-net-worth clients
307 / 440
Employees
23
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-05

SEC registered investment adviser, CRD 105650, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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