Gallagher Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$123,450,100
Clients
117
37% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
117
Very HighAverage account size
$1,055,129
About
Gallagher Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm offers discretionary asset management, written financial plans, and retirement plan consulting for plan sponsors.
Portfolios are tailored and may include individual stocks, bonds, ETFs, mutual funds, options, and private securities, with ongoing monitoring and rebalancing based on clients’ objectives. The firm uses a mix of fundamental, technical and cyclical analysis and, unusually for firms of its size, incorporates margin borrowing in separately managed accounts and options strategies as part of its investment implementation.
What distinguishes the firm is the combination of retail advisory services and more corporate-focused planning capabilities — including corporate and personal tax planning, cost segregation studies, lines-of-credit evaluation, and ERISA-aware retirement plan consulting for employers. Gallagher Wealth Management manages approximately $123.45 million across about 117 client relationships and emphasizes fiduciary disclosure and individualized engagement.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Fee options
Financial Planning flat fees range from $3,000 to $10,000; Retirement Plan Consulting flat fees up to $10,000
$0 - $499,999.99: 1.75% $500,000 - $999,999.99: 1.50% $1,000,000 - $2,999,999.99: 1.25% $3,000,000 - $4,999,999.99: 1.00% $5,000,000+: 0.75%
Financial Planning hourly fees up to $300/hour; Retirement Plan Consulting hourly fees up to $300/hour
Account minimum: $1,000,000 Minimum fee: Financial Planning flat fees range from $3,000 to $10,000; Retirement Plan Consulting flat fees up to $10,000 Fee-only: Financial Planning hourly fees up to $300/hour; Retirement Plan Consulting hourly fees up to $300/hour
Main office location
Gallagher Wealth Management
500 La Gonda Way, Suite 200
Danville CA 94526, United States
Number of offices
1
Most active in
Gallagher Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Nebraska · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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