Gallagher Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Gallagher Wealth Management reports 117 clients. They include 74 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($123M across 360 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 24% |
| High-net-worth individuals | 37% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 74 | $30.1M | 24.4% | $407K |
| High-net-worth individuals | 43 | $93.4M | 75.6% | $2.17M |
| Total | 117 | $123M | 100% | $1.06M |
- Clients
- 74
- Regulatory AUM
- $30.1M
- AUM share
- 24.4%
- Avg. per client
- $407K
- Clients
- 43
- Regulatory AUM
- $93.4M
- AUM share
- 75.6%
- Avg. per client
- $2.17M
Total
- Clients
- 117
- Regulatory AUM
- $123M
- AUM share
- 100%
- Avg. per client
- $1.06M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Gallagher Wealth Management charges 0.75%–1.75% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed hourly, at up to $300 an hour for advisors, $150 for para-planners and $80 for administrative time, or as flat fees of $3,000 to $10,000.
- Retirement Plan Consulting
- Plan consulting is billed hourly at up to $300, as flat fees up to $10,000, or as a percentage of managed plan assets not exceeding 1.00%.
Christopher Gallagher owns 50% to 75% of Gallagher Wealth Management. The leadership team of Gallagher Wealth Management includes President Christopher Gallagher. It has 4 employees, 1 of them in advisory roles.
Staff
- 4 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Gallagher Wealth Management, Inc
Christopher Gallagher
Control person · since March 2012
- Owns 25% to 50% of Gallagher Wealth Management, Inc
Renee Gallagher
Control person · since March 2012
Gallagher Wealth Management’s regulatory assets grew from $111M (June 2025) to $123M (March 2026); clients were 117 in both filings and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $123M | 117 | 4 | 1 |
| Jun 2025June 2025 | $111M | 117 | 3 | 1 |
Besides its headquarters, Gallagher Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 500 La Gonda Way, Suite 200, DanvilleHQ
Contact and registration details
- Legal name
- Gallagher Wealth Management, Inc
- Headquarters
- 500 La Gonda Way, Suite 200, Danville, CA 94526
- Website
- gallagherwealth.com
- Phone
- 925-831-3043
- SEC file
- 801-131231
- Structure
- California corporation
- Fiscal year end
- December
Gallagher Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($123M). Gallagher Wealth Management has custody of $46.3M for 71 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $123M100%
At year end, Gallagher Wealth Management’s separately managed accounts were mostly in funds (84%).
What the accounts hold
- Stocks8%
- Funds84%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
How many clients does Gallagher Wealth Management have?
Gallagher Wealth Management has 117 clients and manages $123 million for them, as of March 2026. They include 74 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Gallagher Wealth Management offer?
Gallagher Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gallagher Wealth Management charge?
Gallagher Wealth Management charges 0.75%–1.75% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: GWM - FORM ADV PART 2A - FIRM BROCHURE, filed 5 March 2026
Which custodians does Gallagher Wealth Management use?
Gallagher Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $123M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Gallagher Wealth Management have?
Gallagher Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gallagher Wealth Management invest in?
At the end of its last fiscal year, Gallagher Wealth Management’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Gallagher Wealth Management have a minimum investment?
Yes, Gallagher Wealth Management’s minimum account size for its Asset Management is $1M.
Source: GWM - FORM ADV PART 2A - FIRM BROCHURE, filed 5 March 2026
Who owns Gallagher Wealth Management?
Gallagher Wealth Management’s direct owners are Christopher Gallagher (50% to 75%) and Renee Gallagher (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Gallagher Wealth Management get paid?
Gallagher Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gallagher Wealth Management?
Gallagher Wealth Management’s main office is at 500 La Gonda Way, Suite 200, Danville, CA 94526. Its phone number is 925-831-3043. Its website is gallagherwealth.com.