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- Custodian
- Altruist · Truist Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2013
- Office Locations
- 1
Office Locations
About Gaylord Wealth Management, LLC
Gaylord Wealth Management is a California-registered boutique RIA serving clients statewide with financial planning and personal asset management. Led by CFA charterholder Peter Gaylord (nearly 40 years investing experience), the firm builds model portfolios using strategic asset allocation and tactical overlays, with a global lens across developed and emerging markets. Fee-only—no commissions or product/insurance sales.
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Owner & Executives
PETER RAYMOND GAYLORD
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #3180496
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,706 | -- |
| Non-Discretionary | $0 | -- |
| Total | $394,706 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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