Renee Gallagher is a control person of Gallagher Wealth Management and directly owns between 25% and 50% of it.
Gallagher Wealth Management is an investment adviser based in Danville, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $123 million, as filed on 5 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2359544
- Firm
- Gallagher Wealth Management · CRD 161266
- Role
- Secretary, Branch Operations Manager
- In role since
- March 2012 · 14 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Danville, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Renee Gallagher work?
Renee Gallagher has been Secretary, Branch Operations Manager of Gallagher Wealth Management, Inc since March 2012, and is a control person of the firm.
How can I verify Renee Gallagher’s record?
Renee Gallagher’s role is listed on Gallagher Wealth Management, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 161266.