Callahan Wealth Advisory
Callahan Wealth Advisory is an SEC-registered wealth manager with $372.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Callahan Wealth Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316124, SEC 801-122369, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $372.2M (2026-03-12)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 290
- CRD
- 316124
- Ownership
- CALLAHAN, COLIN, MICHAEL; CALLAHAN, NATALIA, B
How much AUM does Callahan Wealth Advisory have?
Callahan Wealth Advisory reported $372.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Callahan Wealth Advisory?
Disclosed owners and executives of Callahan Wealth Advisory include CALLAHAN, COLIN, MICHAEL, CALLAHAN, NATALIA, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.