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Gannett Wealth Advisors

Gannett Wealth Advisors. CRD 328213

G

CRD: 328213

Gannett Wealth Advisors

Middleton, ID
2082540142
gannettwealth.com
$90.2M Total AUM
$90.2M Disc. AUM
-- 3Y CAGR
8 Employees
179 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Focus
Established Date
10-10-2023
Office Locations
7

Office Locations

5016 Centennial Blvd. Suite 200 Nashville TN
-- Austin TX
-- Cleve OH

About Gannett Wealth Advisors

Gannett Wealth Advisors delivers bitcoin-first financial planning and portfolio management, with custom plans, tax optimization support, and estate/legacy planning built around bitcoin inheritance protocols. Advisory services are offered through Sound Advisory, LLC (SEC-registered) d/b/a Gannett Wealth Advisors, with bitcoin execution, loans, vault cold storage, and key-controlled Traditional/Roth bitcoin IRAs powered by Unchained.

Team overview

-- AVG AGE
$12.9M AVG AUM / ADVISOR
$504.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Oak Beacon Focus vertex Vital

CRM

Zenith eagle

Investment Themes

Radial Vertex harbor

Investment Vehicles

Frontier

Services

Ridge Wave Summit Bridge Pathway Radial zenith

Technology

Crest

Owner & Executives

JESSY LEE GILGER

JESSY LEE GILGER

Chief Compliance Officer, President, Senior Financial Advisor

CRD
#6204294
Ownership
Less than 5%
(287) 207-6633
fusion.horizon@radialcapital.com
in linkedin.com/in/alpha-capital

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Contacts

J

JAMES EDWARD CARLSON

Chief Compliance Officer, Financial Planner, Manager

CRD
#5918427
(720) 495-2061
horizon.beacon@ridgecapital.com
in linkedin.com/in/legacy-quantum
V

Vaughn William Kellerman

--

CRD
#6603388
(271) 744-2999
oak.momentum@matrixcapital.com
in linkedin.com/in/foundation-value
H

Horizon prime

Delta oak

CRD
#95921
(825) 479-9239
frontier.optima@pioneercapital.com
in linkedin.com/in/quantum-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2025
03-02-2026
Category Assets AVG. Account size
Discretionary $90,220,337 $289,168
Non-Discretionary $0 --
Total $90,220,337 $289,168

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Separately Managed Accounts

Total SMA Asset: $90,220,337

$90.2M Total SMA
Public Funds:
8.4%
Equity - Exchange:
16.0%
Cash:
26.9%
Equity - OTC:
20.5%
Derivatives:
28.2%
Asset class Assets Assets %
Public Funds $262,025,211 8.4%
Equity - Exchange $499,095,640 16.0%
Cash $839,104,545 26.9%
Equity - OTC $639,466,289 20.5%
Derivatives $879,656,067 28.2%
Total $3,119,347,752 100.0%

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