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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-20-2005
- Office Locations
- 1
Office Locations
About Galleria Financial Advisors, LLC
Galleria Financial Advisors, LLC is a Atlanta-based RIA. The firm has been operating for 21 years. Managing $239.2M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Reported data analysis
What the numbers show
Between January 25, 2025 and February 13, 2026, reported AUM increased 9.0%, from $219.4M to $239.2M.
Across 5 reported observations, AUM increased 25.8% between January 27, 2022 and February 13, 2026, from $190.2M to $239.2M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 140 clients, or 70 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GARY EDWIN WELD
Chief Compliance Officer
- CRD
- #4891982
- Ownership
- 50% but less than 75%
JEFFREY ALAN EISCHEID
Partner
- CRD
- #4644612
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $239,203,268 | $1,708,595 |
| Total | $239,203,268 | $1,708,595 |
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Separately Managed Accounts
SMA allocation detail is available
Galleria Financial Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.