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GALLAGHER WEALTH MANAGEMENT

GALLAGHER WEALTH MANAGEMENT, INC

CRD 161266 · SEC 801-131231

Visit website

500 LA GONDA WAY, SUITE 200, DANVILLE, CA, 94526, United States

Phone

925-831-3043

Fax

925-831-9454

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$123.5M

Discretionary AUM

$123.5M

Team

4 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals74$30.1M
High net worth individuals43$93.4M

States served

CA, NE, TX, NH

All web addresses on file

Official SEC filing: View on IAPD