# GBM Wealth

> GBM Wealth (iPhone/iPad app by GBM Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/gbm-wealth/id1621292921 (this page in markdown: same URL + `.md`)
- Developer: [GBM Wealth Management, Inc.](https://appshunter.io/developer/1621292923)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2022-04-28
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/gbm-wealth/id1621292921/reviews.md

## What is GBM Wealth?

For GBM Wealth Management clients, an efficient and detailed tool to access and manage investment accounts. This mobile application allows clients to securely view their total wealth, making it easy to consolidate in a snapshot all the total portfolio on an aggregated basis or by individual account.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.1 — 2024-05-29

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.2.18 — 2022-06-24

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-16.*