G
CRD: 172748
Gallugi Wealth Management, LLC
North Reading, MA, 01864
9786649909
$76.0M Total AUM
$76.0M Disc. AUM
-- 3Y CAGR
2 Employees
117 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2014
- Office Locations
- 1
Office Locations
352 Park Street West 206 North Reading MA
About Gallugi Wealth Management, LLC
Gallugi Wealth Management, LLC is a North Reading-based RIA. The firm has been operating for 11 years. Managing $76.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
-- AVG AGE
$38.0M AVG AUM / ADVISOR
$649.6K AVG AUM / CLIENT
10.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Timber Zenith vector Oak ember
Client Personas
Fusion
Investment Themes
Radial
Investment Vehicles
Glacier value
Services
Wave insight
Owner & Executives
M
MICHAEL JOHN GALLUGI
Chief Compliance Officer, PRINCIPAL
- CRD
- #2673052
- Ownership
- 75% or more
(546) 338-7806
bridge.capital@ridgecapital.com
in linkedin.com/in/peak-value
A
Abigail Margaret Lowell
--
- CRD
- #6591765
- Ownership
- Less than 5%
(596) 232-5066
optima.harbor@deltacapital.com
in linkedin.com/in/radial-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,000,000
Equity - Exchange:
17.7% U.S. Government/Agency:
19.1% Cash:
63.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $184,080,752 | 17.7% |
| U.S. Government/Agency | $198,640,812 | 19.1% |
| Cash | $657,282,687 | 63.2% |
| Total | $1,040,004,251 | 100.0% |