Gallagher Wealth Management
Gallagher Wealth Management is an SEC-registered wealth manager in Danville, CA with $123.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Gallagher Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161266, SEC 801-131231, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $123.5M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Danville, CA
- Employees
- 4
- Clients
- 117
- CRD
- 161266
- Ownership
- GALLAGHER, CHRISTOPHER, JAMES; GALLAGHER, RENEE, DIANE
How much AUM does Gallagher Wealth Management have?
Gallagher Wealth Management reported $123.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Gallagher Wealth Management?
Disclosed owners and executives of Gallagher Wealth Management include GALLAGHER, CHRISTOPHER, JAMES, GALLAGHER, RENEE, DIANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.