David Garelick
Global Business Management · Valencia, California
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.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Global Business Management |
|---|---|
| Based in | Valencia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $259.3M across 659 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2679553 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gbmi.com |
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Global Business Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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