$7.2M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 06-03-2024
- Office Locations
- 1
Office Locations
2901 W. Bluegrass Blvd Suite 200-504 Lehi UT
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.
Team overview
-- AVG AGE
$7.2M AVG AUM / ADVISOR
$258.0K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
North matrix Radial Catalyst fusion Glacier quantum Vector Optima prime
Client Personas
Optima Beacon harbor Alpha
Custodian
Oak Vertex Focus catalyst Zenith Harbor
Investment Themes
Crest value Summit
Investment Vehicles
Legacy Ridge insight
Services
Glacier Prime harbor Bridge Catalyst Ridge bridge Unison Matrix Atlas horizon
Technology
Vital
Owner & Executives
B
Benjamin Gajardo
Chief Compliance Officer, Owner
- CRD
- #7464016
- Ownership
- 75% or more
(696) 775-1000
element.glacier@primecapital.com
in linkedin.com/in/horizon-optima
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Total AUM
Discretionary
Non-Discretionary
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
Public Funds:
35.6% Equity - Exchange:
30.9% Cash:
33.5% | 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% |