Gibraltar Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Abington, PA. Its latest Form ADV filing, dated March 27, 2026, reports $213M in regulatory assets under management, 5 employees, and 241 accounts.
Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
51
2
Individuals
43.5%
40
3
Pooled Investment Vehicles
1.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 27, 2026
Discretionary23.2%
$49M
23% of total RAUM23.2%
Non-discretionary76.8%
$163M
77% of total RAUM76.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$213M
Total Accounts241
10Y AUM Change+$75M (+54.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.