Gallugi Wealth Management, LLC

Gallugi Wealth Management provides discretionary investment management to individuals (including high‑net‑worth clients) and charitable organizations, offering portfolio construction, asset allocation, and ongoing supervision aligned with each client’s objectives. The firm also delivers in‑house accounting and tax services through its CPA principal and staff (one staff member devotes roughly 70% of her time to those services), and several advisory personnel maintain broker‑dealer and insurance licenses that enable implementation of commissionable products when appropriate.

The adviser’s investment process emphasizes fundamental analysis and a primarily long‑term strategy implemented largely with diversified mutual funds and ETFs, while permitting tactical rebalancing or shorter‑term trades to address market conditions or client needs. GWM may also employ individual equities, fixed income, over‑the‑counter securities, limited partnerships and other alternative investments, using an internal due diligence process and allowing clients to impose reasonable account restrictions.

Noteworthy aspects disclosed in the brochure include the firm’s combination of investment advice with substantial tax/accounting capabilities and personnel who are dually registered or licensed, a structure the firm identifies and discloses as a potential conflict of interest. The firm reports approximately $76 million in discretionary assets under management, maintains an institutional relationship with Charles Schwab that provides technology and service benefits, and reports no legal or disciplinary history.