GALLAGHER WEALTH MANAGEMENT, INC
Legal name: GALLAGHER WEALTH MANAGEMENT
CRD #161266 SEC #801-131231 DANVILLE, CA 925-831-3043
SEC Registered
Total AUM
$110.6M
Discretionary
$110.6M
Employees
3
Clients
10
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $110.6M | $110.6M | $0 | 3 | 1 |
| Feb 2025 | $110.6M | $110.6M | $0 | 3 | 1 |
| Aug 2024 | $105.3M | $105.3M | $0 | 3 | 3 |
| Jun 2012 | $36M | $36M | $0 | -- | 26 |
| May 2012 | $36M | $36M | $0 | -- | 26 |
| May 2012 | $36M | $36M | $0 | -- | 26 |
| May 2012 | $36M | $36M | $0 | -- | 26 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
DateJun 2025
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2025
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees3
Clients1
DateAug 2024
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees3
Clients3
DateJun 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees--
Clients26
DateMay 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees--
Clients26
DateMay 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees--
Clients26
DateMay 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees--
Clients26
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0