$99.3M Total AUM
$89.2M Disc. AUM
-- 3Y CAGR
1 Employees
243 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-21-2009
- Office Locations
- 1
Office Locations
925 Country Club DR Moraga CA
About Gaskin Wealth Management
Gaskin Wealth Management provides personalized, comprehensive financial planning and portfolio management for individuals, families, and small business owners. Portfolios are built from each client’s risk-tolerance profile using a rules-based asset-allocation process that can shift between accumulation and preservation. Led by Greg Gaskin (30+ years’ experience); client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$99.3M AVG AUM / ADVISOR
$408.5K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GREGORY SHAWN GASKIN SR
Chief Compliance Officer, Wealth Advisor
- CRD
- #2373533
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,239,942 | $228,426 |
| Non-Discretionary | $10,023,769 | -- |
| Total | $99,263,711 | $228,426 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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