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GAGNI WEALTH MANAGEMENT LLC
GAGNI ASSET MANAGEMENT LLC
CRD 169527
17806 IH 10 STE. 300, SAN ANTONIO, TX, 78257, United States
Phone
361-563-9217
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.8M
Discretionary AUM
$59.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $19.4M |
| High net worth individuals | 39 | $36.6M |
| Corporations/business entities | 5 | $3.8M |
All web addresses on file
Official SEC filing: View on IAPD