| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Gallagher Control | President, Chief Compliance Officer | 50-75% | 2012 |
| Renee Diane Gallagher Control | Secretary, Branch Operations Manager | 25-50% | 2012 |
Gallagher Wealth Management, Inc reports $110.6 million in regulatory assets under management on its Form ADV.
Gallagher Wealth Management, Inc reports 3 employees.
Gallagher Wealth Management, Inc is based in Danville, CA and has been SEC-registered since 2024.
Gallagher Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 500 la Gonda Way, Suite 200, Danville, CA 94526 |
| Phone | 925-831-3043 |
| Fax | 925-831-9454 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $110.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $110.6M |