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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 06-03-2024
- Office Locations
- 1
Office Locations
About Gajardo Wealth Management LLC
Gajardo Wealth Management is a fee-only, fiduciary RIA delivering personalized financial planning and investment management for pre-retirees and retirees—especially business owners, professors, and medical professionals—and supports business retirement plans. Serves clients nationwide (based in Utah), with an Altruist client portal. Portfolios primarily use publicly traded funds and ETFs; the site highlights XYPN, CFP, and NAPFA affiliations.
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Owner & Executives
Benjamin Gajardo
Chief Compliance Officer, Owner
- CRD
- #7464016
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,222,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,222,648 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,222,648
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $747,697,653 | 35.6% |
| Equity - Exchange | $648,984,760 | 30.9% |
| Cash | $703,591,892 | 33.5% |
| Total | $2,100,274,305 | 100.0% |