Peter Garelick
Global Business Management · Valencia, California
Peter Garelick is a fee-only financial advisor at Global Business Management in Valencia, California, who holds the CFP credential. Peter 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 · CRD 5382966 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gbmi.com |
| Profile |
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Questions about Peter
Is Peter Garelick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Global Business Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Peter Garelick based?
Peter Garelick is based in Valencia, California.
What does Peter specialize in?
Peter's specialties include tax planning and retirement planning. Peter works with founders, executives and ultra high net worth.
What credentials does Peter Garelick hold?
Peter Garelick holds the CFP credential.
Is Peter Garelick registered with the SEC?
Yes. Peter Garelick is registered as an investment adviser representative in CA (CRD 5382966), 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 Peter Garelick?
Through Peter'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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