AUMdb

Gbq Wealth Advisory, Llc

State-registered Investment Adviser CRD 324677 · Columbus, OH · www.gbqwealthadvisors.com
☆ Save with Pro ADV data as of Mar 17, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
6

Who they serve

Client typeClientsAUM% of AUM

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Scott Wayne Eichar Registered representative CFP Nov 2023 (3y)
Brian Douglas Bornino Registered representative CFA Mar 2024 (2y)
Joseph Robert Borowski Registered representative CFA Mar 2024 (2y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/17/2026 1.08 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • REFERRAL FEES

Services

  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.

View current Form ADV (SEC/IAPD) ↗