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GALLATIN WEALTH MANAGEMENT LLC
CRD 165344 · SEC 801-77457
3415 N. PINES WAY, SUITE 101, WILSON, WY, 83014, United States
Phone
307-200-4343
Fax
888-203-7783
Registration
— (—)
Source
State registered
Total AUM
$68.1M
Discretionary AUM
$68.1M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; % ASSETS UNDER CONSULTATION
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersMULTI-FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.7M |
| High net worth individuals | 19 | $65.3M |
All web addresses on file
Official SEC filing: View on IAPD