Gallagher Wealth Management, Inc
● SEC registered since 2024CRD 161266SEC# 801-131231Danville, CA
Reg. AUM
$123.5M
Employees
4
Accounts
360
Location
Danville, CA
Gallagher Wealth Management, Inc assets under management
Gallagher Wealth Management, Inc operates as an SEC-registered investment adviser based in Danville, CA. The firm has been registered since 2024. It reports $123.5 million in regulatory assets under management and employs 4 people.
Gallagher Wealth Management, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Gallagher Control | President, Chief Compliance Officer | 50-75% | 2012 |
| Renee Diane Gallagher Control | Secretary, Branch Operations Manager | 25-50% | 2012 |
Frequently asked questions
How much does Gallagher Wealth Management, Inc manage?
Gallagher Wealth Management, Inc reports $123.5 million in regulatory assets under management on its Form ADV.
How many employees does Gallagher Wealth Management, Inc have?
Gallagher Wealth Management, Inc reports 4 employees.
Where is Gallagher Wealth Management, Inc located?
Gallagher Wealth Management, Inc is based in Danville, CA and has been SEC-registered since 2024.
Does Gallagher Wealth Management, Inc disclose fund performance?
Gallagher Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 la Gonda Way, Suite 200, Danville, CA 94526 |
| Phone | 925-831-3043 |
| Fax | 925-831-9454 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.5M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$123.5Mregulatory AUM
Discretionary $123.5M