GALLAGHER WEALTH MANAGEMENT
SEC RegisteredWelcome to Gallagher Wealth Management Inc.
About the firm
Gallagher Wealth Management Inc. is a fee-only Registered Investment Advisor (RIA) based in Danville, California. The firm employs a holistic wealth management approach and an open architecture investing method. As fiduciary wealth managers, they are committed to acting in clients' best interest at all times with no proprietary investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary wealth management services; holistic wealth management approach with open architecture investing; custom, effective and proactive wealth strategies designed to protect and grow client legacies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 74 | $30M |
| High Net Worth Individuals | 43 | $93M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $499,999.99 | 1.75% |
| $500,000 to $999,999.99 | 1.50% |
| $1,000,000 to $2,999,999.99 | 1.25% |
| $3,000,000 to $4,999,999.99 | 1.00% |
| Over $5,000,000 | 0.75% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GALLAGHER WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched