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- Custodian
- Nationwide ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2013
- Office Locations
- 1
Office Locations
About Gillespie Wealth Management INC
Gillespie Group Wealth Management is a family-run practice affiliated with LPL Financial, providing tailored investment management and wealth planning. The firm focuses on building close, ongoing relationships with a select group of households and businesses nationwide, with portfolios that commonly incorporate public funds and ETFs. Distribution teams should note its boutique, high-touch service model and LPL platform alignment.
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Owner & Executives
ARCHER CURTIS GILLESPIE
Chief Compliance Officer, Portfolio Manager, President, Wealth Advisor
- CRD
- #5046142
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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