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GALLAGHER WEALTH MANAGEMENT

DANVILLE, CA · CRD 161266 · IAPD ↗ · gallagherwealth.com · 925-831-3043

$123.5MRegulatory AUM
1Advisory reps
4Employees
3Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
November 2024 — GALLAGHER WEALTH MANAGEMENT (DANVILLE, CA) is newly SEC-registered with $105.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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