$68.1M Total AUM
$68.1M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
8 yrs Firm Age
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- Custodian
- Banque Pictet · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 07-25-2017
- Office Locations
- 1
Office Locations
3415 N. Pines WAY Suite 101 Wilson WY
About Gallatin Wealth Management LLC
Gallatin Wealth Management LLC is a Wilson, WY-based registered investment adviser led by Laurent Marc Roux. The firm provides asset management and insurance/risk-management planning for retail clients, including entrepreneurs. Portfolios are implemented primarily with ETFs and mutual funds with a fixed-income focus, with select real estate and private equity exposure. Custody includes Charles Schwab and Vanguard.
Team overview
64 AVG AGE
$68.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Timber Summit Timber Delta Ember
Client Personas
Bridge timber
Custodian
Vector Oak atlas Pathway prime Horizon summit Glacier element
Investment Themes
Timber pioneer Eagle focus
Investment Vehicles
Insight north North vector
Services
Frontier vector Horizon Horizon
Technology
Timber
Owner & Executives
L
LAURENT MARC ROUX
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4963896
- Ownership
- 75% or more
(312) 248-3845
pioneer.optima@unisoncapital.com
in linkedin.com/in/optima-capital
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,081,932 | $1,145,579 |
| Non-Discretionary | $0 | -- |
| Total | $68,081,932 | $1,145,579 |
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Separately Managed Accounts
Total SMA Asset: $68,081,932
Equity - Exchange:
11.8% Public Funds:
22.1% Cash:
13.2% Corporate - Investment Grade:
14.5% Municipal Bonds:
7.6% U.S. Government/Agency:
17.8% Corporate - Non-Investment Grade:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $982,200,690 | 11.8% |
| Public Funds | $1,839,545,361 | 22.1% |
| Cash | $1,098,732,976 | 13.2% |
| Corporate - Investment Grade | $1,206,941,526 | 14.5% |
| Municipal Bonds | $632,603,834 | 7.6% |
| U.S. Government/Agency | $1,481,624,770 | 17.8% |
| Corporate - Non-Investment Grade | $1,082,085,506 | 13.0% |
| Total | $8,323,734,663 | 100.0% |