PPrivate Fund Data Log in Join · $37/mo

Gibraltar Wealth Management, LLC

● SEC registered since 2022CRD 124128SEC# 801-126154Abington, PA
Export (members)
Reg. AUM
$176.5M
Employees
5
Accounts
208
Location
Abington, PA

Gibraltar Wealth Management, LLC assets under management

Gibraltar Wealth Management, LLC is an SEC-registered investment adviser based in Abington, PA. The firm has been registered since 2022. It reports $176.5 million in regulatory assets under management and employs 5 people.

Gibraltar Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Edward Bickley ControlPresident And Chief Compliance OfficerOver 75%2002
William Howard Miller ControlMember10-25%2018

Frequently asked questions

How much does Gibraltar Wealth Management, LLC manage?

Gibraltar Wealth Management, LLC reports $176.5 million in regulatory assets under management on its Form ADV.

How many employees does Gibraltar Wealth Management, LLC have?

Gibraltar Wealth Management, LLC reports 5 employees.

Where is Gibraltar Wealth Management, LLC located?

Gibraltar Wealth Management, LLC is based in Abington, PA and has been SEC-registered since 2022.

Does Gibraltar Wealth Management, LLC disclose fund performance?

Gibraltar Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1117 Old York Road, Abington, PA 19001
Phone215-956-5154
Fax215-576-0836
Office hours8:30 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$39M
Non-discretionary$137.5M
Total (RAUM)$176.5M