Overview
Assets Under Management: $123 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
GALLAGHER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161266), GALLAGHER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
GALLAGHER WEALTH MANAGEMENT is headquartered in DANVILLE, CA.
GALLAGHER WEALTH MANAGEMENT serves 43 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, GALLAGHER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GALLAGHER WEALTH MANAGEMENT manages $123 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, GALLAGHER WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.63%
Average Client Assets: $2.2 million
Total Client Accounts: 360
Discretionary Accounts: 360
Regulatory Filings
CRD Number: 161266
Filing ID: 2057328
Last Filing Date: 2026-03-05 12:10:13