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GAJARDO WEALTH MANAGEMENT LLC
CRD 330711
2901 W. BLUEGRASS BLVD, SUITE 200-504, LEHI, UT, 84048, United States
Phone
801-391-5176
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.2M
Discretionary AUM
$7.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $2.9M |
| High net worth individuals | 4 | $4.3M |
All web addresses on file
Official SEC filing: View on IAPD