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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 03-17-2003
- Office Locations
- 1
Office Locations
About Gibraltar Wealth Management, LLC
Gibraltar Wealth Management is an independent RIA serving the Philadelphia/Mid-Atlantic region, providing wealth management and investment consulting with retirement planning and family financial counseling. The firm emphasizes diversified portfolios with periodic review and rebalancing, and offers its Retire Strong 401(k) retirement plan guidance program. Public filings indicate ETF-heavy SMAs and custody at Schwab.
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Owner & Executives
JAMES EDWARD BICKLEY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #820632
- Ownership
- 75% or more
WILLIAM HOWARD MILLER
Director
- CRD
- #1050421
- Ownership
- 10% but less than 25%
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JAMES JORDAN DODDERIDGE
Director
- CRD
- #1023351
DOUGLAS ROWLAND HOPKINS
Senior Portfolio Manager
- CRD
- #1141217
Signal momentum
Vital eagle wave
- CRD
- #54891
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,330,951 | $649,091 |
| Non-Discretionary | $163,324,502 | $989,845 |
| Total | $212,655,453 | $882,388 |
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Separately Managed Accounts
Total SMA Asset: $208,307,021
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,359,362,322 | 36.0% |
| Public Funds | $963,406,282 | 14.7% |
| Cash | $3,231,015,624 | 49.3% |
| Total | $6,553,784,228 | 100.0% |