Callahan Wealth Advisory, LLC
● SEC registered since 2021CRD 316124SEC# 801-122369
Reg. AUM
$372.2M
Employees
4
Accounts
867
Location
—
About Callahan Wealth Advisory
Callahan Wealth Advisory offers personalized wealth management spanning comprehensive planning, retirement planning, portfolio management, and sustainable investing. It serves business owners, family offices, retirees, corporate executives, and women investors with a deliberate, planning-led process.
Summary based on the firm’s website.
Callahan Wealth Advisory, LLC assets under management
Callahan Wealth Advisory, LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $372.2 million in regulatory assets under management and employs 4 people.
Callahan Wealth Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Michael Callahan Control | Chief Compliance Officer & Managing Director | 50-75% | 2021 |
| Natalia B Callahan Control | Managing Partner | 50-75% | 2021 |
Frequently asked questions
How much does Callahan Wealth Advisory, LLC manage?
Callahan Wealth Advisory, LLC reports $372.2 million in regulatory assets under management on its Form ADV.
How many employees does Callahan Wealth Advisory, LLC have?
Callahan Wealth Advisory, LLC reports 4 employees.
Does Callahan Wealth Advisory, LLC disclose fund performance?
Callahan Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 410-712-6220 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$372.2M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$372.2Mregulatory AUM
Discretionary $372.2M