# David Garelick

> David Garelick is a fee-only financial advisor at Global Business Management in Valencia, California, who holds the CFP credential. David focuses on tax planning and retirement planning. Global Business Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-garelick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Global Business Management
- **Based in:** Valencia, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $259.3M across 659 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **Works with:** Founders, Executives, Ultra high net worth
- **CRD:** 2679553 (https://adviserinfo.sec.gov/individual/summary/2679553)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1996), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.gbmi.com

## Frequently asked questions

### Is David Garelick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Global Business Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Global Business Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Garelick based?

David Garelick is based in Valencia, California.

### What does David specialize in?

David's specialties include tax planning and retirement planning. David works with founders, executives and ultra high net worth.

### What credentials does David Garelick hold?

David Garelick holds the CFP credential.

### Is David Garelick registered with the SEC?

Yes. David Garelick is registered as an investment adviser representative in CA and TX (CRD 2679553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Global Business Management manage?

Global Business Management reports $259.3M across 659 accounts in assets under management.

### How do I contact David Garelick?

Through David's website, www.gbmi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2679553): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.gbmi.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.