| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Michael Callahan Control | Chief Compliance Officer & Managing Director | 50-75% | 2021 |
| Natalia B Callahan Control | Managing Partner | 50-75% | 2021 |
Callahan Wealth Advisory, LLC reports $327 million in regulatory assets under management on its Form ADV.
Callahan Wealth Advisory, LLC reports 2 employees.
Callahan Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 410-712-6220 |
| Office hours | 5-Sep |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $305.9M |
| Non-discretionary | $21.1M |
| Total (RAUM) | $327M |