Gallagher Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Danville, CA. Its latest Form ADV filing, dated March 5, 2026, reports $123M in regulatory assets under management, 4 employees, and 360 accounts.
Assets Under Management
$123M
Employees
4
Offices
--
Total Clients
117
Primary office
DANVILLE, CA
500 LA GONDA WAY, SUITE 200, DANVILLE, CA, United States
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
74
2
HNWI
36.8%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 5, 2026
Discretionary100.0%
$123M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$123M
Total Accounts360
10Y AUM Change+$18M (+17.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change+1 (+33.3%)
* 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.