Gagni Wealth Management LLC

Marc Gagni is a financial advisor with Gagni Wealth Management LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Gagni Wealth Management since 2014 and is also associated with Maridea Wealth Management LLC as part of a transitional arrangement. In addition to his advisory role, he is a licensed insurance agent and owns Gagni Ventures Management Company LLC, which manages private investments. Gagni Wealth Management serves individual clients, corporations, trusts, and small businesses, managing discretionary and non-discretionary portfolios. The firm employs a combination of fundamental and technical analysis to construct and monitor model allocations and offers specialized option trading strategies with performance-based fees.

Allison Gagni is a financial advisor with Gagni Wealth Management LLC, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Gagni Wealth Management since 2016 and Maridea Wealth Management LLC since 2024. Allison is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation. Gagni Wealth Management serves individual clients, corporations, trusts, and small businesses, managing discretionary and non-discretionary portfolios across approximately 139 accounts. The firm combines fundamental and technical analysis to build and monitor model allocations, including Balanced, Moderate, and Value strategies, and employs derivatives and option strategies in certain accounts.