GIBRALTAR WEALTH MANAGEMENT, LLC
SEC RegisteredThe path to financial INDEPENDENCE
About the firm
Gibraltar Wealth Management is an independent financial advisor and investment consultant serving Philadelphia, Southeastern Pennsylvania, South New Jersey, the Southern tier of New York state, and the Mid-Atlantic area. As a Registered Investment Advisor (RIA), they place client interests first and offer wealth management, investment consulting, retirement planning, and family financial counseling.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Investment Consulting, Retirement Planning, and Family Financial Counseling. Also offers Retire Strong, a retirement planning program that guides 401(k) or retirement plans.
Who they serve
Individuals seeking comprehensive wealth management services or financial consulting in a specific area, including those planning for retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $23M |
| High Net Worth Individuals | 51 | $184M |
| Pension/Profit Sharing Plans | 1 | $4.3M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 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. GIBRALTAR WEALTH MANAGEMENT, LLC 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.
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