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GIBRALTAR WEALTH MANAGEMENT, LLC

ABINGTON, PA · CRD 124128 · IAPD ↗ · gibraltarwealth.com · 215-956-5154

$212.7MRegulatory AUM
5Advisory reps
5Employees
1Clients
1-10Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — GIBRALTAR WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($4.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
August 2025 — GIBRALTAR WEALTH MANAGEMENT, LLC now reports custody of client assets ($23.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
April 2024 — GIBRALTAR WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.