Galleria Financial Advisors, LLC

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Client assets under management

$220,471,865

Clients

132

46% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,670,241

About

Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized investment advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages $239,203,268 in client assets for roughly 140 clients and operates with a two-advisor team.

GFA delivers advice through client consultations and written evaluations—including risk-profile assessments and asset-allocation recommendations—and typically implements strategic, globally diversified portfolios using passive index and exchange-traded funds along with select active managers. Accounts are managed on a non-discretionary basis, so clients retain final trade authority and GFA places trades only with client authorization, with periodic reviews and monitoring provided.

Compared with many peers, GFA’s practice is notable for managing all assets on a non-discretionary basis while maintaining an affiliation with an accounting firm, sharing office space and systems and disclosing overlapping ownership interests and other outside-business relationships. The firm documents conflict-management measures (client disclosures, limitations on recommending affiliated services, and restrictions on staff participation in private offerings) and generally requires a $1,000,000 account minimum, subject to waiver.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual fee, negotiable Fee-only: Strictly fee-only investment management; no commissions or product sales

Main office location

Galleria Financial Advisors, LLC

3300 Riverwood Parkway, Suite 700

Atlanta GA 30339, United States

Number of offices

Most active in

Florida · Georgia · Louisiana · South Carolina · Tennessee · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

770-790-3714

Advisors at this firm

Gary W

Series 65

Atlanta, GA

Galleria Financial Advisors, LLC

Gary Weld is a financial advisor at Galleria Financial Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 21 years of industry experience. He has been with Galleria Financial Advisors since 2004 and previously worked at Bennett-Thrasher for 12 years. Galleria Financial Advisors, LLC is a fee-only investment management firm serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $239 million in assets for about 140 clients, offering personalized advice and non-discretionary portfolio management using globally diversified strategies with passive index funds, ETFs, and select active managers.

Wealth management

Jeffrey E

PFS™

Atlanta, GA

Galleria Financial Advisors, LLC

Jeffrey Eischeid is a PFS™ credentialed financial advisor with 17 years of industry experience. He is a partner at Bennett Thrasher LLP, a public accounting firm, and has been with Galleria Financial Advisors, LLC since 2010. Outside of his advisory role, he is a certified public accountant and holds ownership interests in several private companies, though he does not devote time to these businesses during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm serving individuals, trusts, estates, and charitable organizations. The firm manages client assets through non-discretionary, globally diversified portfolios that combine passive index funds, ETFs, and select active managers, with client authorization required for all trades.

Wealth management

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