G
CRD: 169527
Gagni Wealth Management LLC
SAN Antonio, TX, 78257
3615639217
$59.8M Total AUM
$59.8M Disc. AUM
-- 3Y CAGR
3 Employees
149 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2014
- Office Locations
- 2
Office Locations
17806 IH 10 Ste. 300 SAN Antonio TX
-- Davenport FL
About Gagni Wealth Management LLC
Gagni Wealth Management LLC is a SAN Antonio-based RIA with 2 offices. The firm has been operating for 12 years. Managing $59.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
34 AVG AGE
$19.9M AVG AUM / ADVISOR
$401.2K AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Fusion Momentum oak
Client Personas
Signal
Investment Themes
Prime oak Vital Vertex eagle
Investment Vehicles
Vertex Ember
Services
Delta Ember Bridge Vertex summit Alpha Fusion wave
Owner & Executives
No owner records available.
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Unlock allContacts
ALLISON LAUREN GAGNI
--
- CRD
- #6376455
(582) 640-3403
horizon.quantum@bridgecapital.com
in linkedin.com/in/eagle-quantum
M
MARC G GAGNI
Senior Investment Advisor
- CRD
- #5898172
(283) 621-7116
quantum.vector@bridgecapital.com
in linkedin.com/in/vertex-radial
M
Matrix oak
Meridian signal
- CRD
- #15634
(938) 453-6355
catalyst.crest@eaglecapital.com
in linkedin.com/in/pioneer-vector
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,778,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,778,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,778,200
Public Funds:
26.2% Equity - Exchange:
41.1% Cash:
11.2% Other:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,567,887,862 | 26.2% |
| Equity - Exchange | $2,459,549,279 | 41.1% |
| Cash | $670,242,139 | 11.2% |
| Other | $1,286,625,536 | 21.5% |
| Total | $5,984,304,816 | 100.0% |