Gibraltar Wealth Management, LLC
● SEC registered since 2022CRD 124128SEC# 801-126154Abington, PA
Ranks #5,047 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$212.7M
Fund GAV
$4.3M
Private funds
1
Employees
5
Accounts
241
Location
Abington, PA
Gibraltar Wealth Management, LLC assets under management
Gibraltar Wealth Management, LLC is an SEC-registered investment adviser based in Abington, PA. The firm has been registered since 2022. It reports $212.7 million in regulatory assets under management and employs 5 people. Gibraltar Wealth Management, LLC manages 1 private fund with combined gross assets of $4.3 million, including First Princeton Partners II, LP. By regulatory assets, it ranks 5,047 of 6,004 private fund managers.
Gibraltar Wealth Management, LLC private funds
1 funds · $4.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| First Princeton Partners II, LP | Hedge | $4.3M | $250K |
Gibraltar Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Edward Bickley Control | President And Chief Compliance Officer | Over 75% | 2002 |
| William Howard Miller Control | Member | 10-25% | 2018 |
Frequently asked questions
How much does Gibraltar Wealth Management, LLC manage?
Gibraltar Wealth Management, LLC reports $212.7 million in regulatory assets under management on its Form ADV.
How many private funds does Gibraltar Wealth Management, LLC manage?
Gibraltar Wealth Management, LLC manages 1 private funds with combined gross assets of $4.3 million.
How many employees does Gibraltar Wealth Management, LLC have?
Gibraltar Wealth Management, LLC reports 5 employees.
Where is Gibraltar Wealth Management, LLC located?
Gibraltar Wealth Management, LLC is based in Abington, PA and has been SEC-registered since 2022.
Does Gibraltar Wealth Management, LLC disclose fund performance?
Gibraltar Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1117 Old York Road, Abington, PA 19001 |
| Phone | 215-956-5154 |
| Fax | 215-576-0836 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
AUM vs fund managersTop 84%
Larger than 16% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$212.7Mregulatory AUM
Discretionary $49.3MNon-discretionary $163.3M
Service providers
Auditor
Prime broker
Custodian
Administrator