G
CRD: 282725
GAN Private Wealth Management LLC
$34.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2016
- Office Locations
- 1
Office Locations
633 West 5TH Street 26th Floor LOS Angeles CA
About GAN Private Wealth Management LLC
GAN Private Wealth Management LLC is a Los Angeles-based, owner-led RIA serving entrepreneurs with financial planning and portfolio construction, including insurance and business-succession needs. Portfolios emphasize asset allocation using ETFs and index-oriented strategies, with some use of mutual funds and socially responsible themes, and custody at Charles Schwab.
Team overview
-- AVG AGE
$34.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Client Personas
Horizon signal
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
H
HENRY BOON GAN
Chief Compliance Officer, Managing Member
- CRD
- #710730
- Ownership
- 75% or more
(290) 526-3561
pioneer.focus@wavecapital.com
in linkedin.com/in/wave-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,508,504 | $233,333 |
| Total | $34,508,504 | $233,333 |
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Separately Managed Accounts
Total SMA Asset: $34,508,504
Equity - Exchange:
50.8% U.S. Government/Agency:
30.6% Cash:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,823,472,148 | 50.8% |
| U.S. Government/Agency | $2,303,115,113 | 30.6% |
| Cash | $1,399,932,716 | 18.6% |
| Total | $7,526,519,977 | 100.0% |