This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex
- Established Date
- 03-01-2012
- Office Locations
- 1
Office Locations
About Gallagher Wealth Management
Gallagher Wealth Management is a fee-only fiduciary RIA in Danville, CA providing holistic wealth management and financial planning, including portfolio construction, tax and estate planning, and business succession guidance. The firm uses an open-architecture approach with no proprietary investments, commonly implementing ETFs, index funds, and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER JAMES GALLAGHER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2847397
- Ownership
- 50% but less than 75%
RENEE DIANE GALLAGHER
BRANCH OPERATIONS MANAGER, Chief Operating Officer, Secretary
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,450,100 | $342,917 |
| Non-Discretionary | $0 | -- |
| Total | $123,450,100 | $342,917 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $123,450,100
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $795,388,858 | 17.9% |
| Equity - Exchange | $293,271,870 | 6.6% |
| Cash | $453,238,344 | 10.2% |
| Corporate - Investment Grade | $1,373,045,571 | 30.9% |
| Municipal Bonds | $795,388,858 | 17.9% |
| U.S. Government/Agency | $733,179,674 | 16.5% |
| Total | $4,443,513,175 | 100.0% |