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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 117 clients, or 58.5 clients per representative. That equates to $649.6K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 10, 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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- Client Personas
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Owner & Executives
MICHAEL JOHN GALLUGI
Chief Compliance Officer, PRINCIPAL
- CRD
- #2673052
- Ownership
- 75% or more
Abigail Margaret Lowell
--
- CRD
- #6591765
- Ownership
- Less than 5%
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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
SMA allocation detail is available
Gallugi Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.