Gibraltar Wealth Management, LLC logo

Gibraltar Wealth Management, LLC

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Client assets under management

$206,906,322

Clients

91

56% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

18

Very Low

Average account size

$2,273,696

About

Gibraltar Wealth Management advises individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, corporations and private investment funds, providing financial counseling and consulting, investment management, wealth management, sub‑advisory services and a retirement‑plan Relative Strength advisory service. The firm offers both ongoing discretionary and non‑discretionary portfolio services and also provides an “Inter‑Active” program for clients who want more collaborative, education‑focused support.

The firm emphasizes a limited, tailored service offering intended to focus on clients’ accumulation and preservation goals, employing a mix of model provider implementations, proprietary asset allocation and individual security selection. GWM routinely allocates client assets among independent managers and uses a multi‑asset class framework that can include ETFs, mutual funds, individual securities and, for accredited investors, illiquid alternative investments accessed via private partnerships.

What distinguishes Gibraltar from many peers is its role as investment manager to a pooled investment vehicle (First Princeton Partners II, LP) and its use of performance‑based fee arrangements for certain pooled and separate accounts — arrangements the adviser makes available only to qualified or accredited investors. The firm also reports a material portion of assets managed on a non‑discretionary basis ($49.3 million as of December 31, 2025) and supplements traditional portfolio management with plan‑menu consulting and a more interactive advisory offering.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Wealth management

Expertise

Private / alternative investments Business exit / sale strategy Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees generally range from $3,000 to $18,000 for financial counseling and consulting services; investment management fixed fees range from $1,200 to $60,000 annually

Percentage

$0+: 0.25% to 1.50% annually (Investment Management and Wealth Management fee varies by asset size and service type) $0+: 0.50% to 1.25% annually (Relative Strength Investment Advisory fees, negotiable) $0+: 0.40% to 0.75% annually (Inter-Active Advisory Services)

Commissions

Certain supervised persons may offer insurance products under commission arrangements in their individual capacity

Project-based

Hourly fees generally range from $150 to $350 depending on service and professional

Performance-based

Performance-based fees available for certain clients, including pooled investment vehicle clients and separate account clients; private fund charges 2.00% (Class A) or 1.00% (Class B) management fees plus 10% performance fee over hurdle rate

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,200 which may be waived at firm's discretion; minimum annual fee of $500 for Relative Strength investment advisory services Fee-only: Fixed fees range between $1,200 and $60,000 annually; hourly fees range from $150 to $350 per hour; financial counseling and consulting fees negotiable

Main office location

Gibraltar Wealth Management, LLC

1117 Old York Road

Abington PA 19001, United States

Number of offices

1

Most active in

Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James B

Series 63, Series 65

Abington, PA

Gibraltar Wealth Management, LLC

James Bickley is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with the State of Pennsylvania since 2013 and has been involved with Cresap, Inc., NASD, and his own firm, Bickley & Associates, Inc., for over two decades. In addition to his advisory role, he serves as an auctioneer for the State of Pennsylvania. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a blend of proprietary and model-driven approaches, manages a substantial portion of assets non-discretionarily, and provides specialized programs including Relative Strength advisory and sub-advisory services to a private fund.

Private / alternative investments Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

William M

Series 63, Series 65

Abington, PA

Gibraltar Wealth Management, LLC

William Miller is a financial advisor at Gibraltar Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brinker Capital and KRPG Advisors, LLC. Miller has also provided ERISA 3(21) and 3(38) investment advisory services through KRPG Advisors. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, and retirement-plan advisory services. The firm utilizes proprietary and model-driven approaches, manages a significant portion of assets non-discretionarily, and offers specialized programs such as Relative Strength advisory and interactive services for active investors.

Private / alternative investments Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

James D

Series 63, Series 65

Abington, PA

Gibraltar Wealth Management, LLC

James Dodderidge is a financial advisor at Gibraltar Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gibraltar since 2021. His prior experience includes roles at L.L. Bean and Cresap Inc. outside the financial sector. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm combines proprietary and model-driven approaches with independent manager allocations, managing a substantial portion of assets non-discretionarily and offering specialized advisory programs.

Private / alternative investments Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

Douglas H

Series 63, Series 66

Abington, PA

Gibraltar Wealth Management, LLC

Douglas Hopkins is a financial advisor at Gibraltar Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gibraltar Wealth Management since 2020, following a 31-year tenure at Coordinated Capital Securities, Inc. He has also been associated with VGI since 1982. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a combination of proprietary and model-driven approaches, offers specialized advisory programs, and manages a significant portion of its assets on a non-discretionary basis.

Private / alternative investments Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

Donna W

Series 63, Series 65

Abington, PA

Gibraltar Wealth Management, LLC

Donna Woytek is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Gibraltar Wealth Management since 2002 and also has a long tenure with Cresap, Inc. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm uses a combination of proprietary and model-driven approaches, including specialized programs such as Relative Strength advisory and an interactive service for active investors.

Private / alternative investments Business exit / sale strategy Wealth management Founder/Business Owner Retired
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