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GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128 · SEC 801-126154
1117 OLD YORK ROAD, ABINGTON, PA, 19001, United States
Phone
215-956-5154
Fax
215-576-0836
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.7M
Discretionary AUM
$49.3M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersWEALTH MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $23.0M |
| High net worth individuals | 51 | $183.9M |
| Pooled investment vehicles | 1 | $4.3M |
States served
PA, TX
All web addresses on file
Official SEC filing: View on IAPD