# Gagni Wealth Management LLC

> Gagni Wealth Management LLC is a state-registered investment advisory firm in San Antonio, TX, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 169527
- Filed as: GAGNI WEALTH MANAGEMENT LLC
- Legal name: Gagni Asset Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169527
- AdvisorCensus page: https://advisorcensus.com/firm/gagni-wealth-management-llc-san-antonio-tx-169527

## Quick answers

**How is Gagni Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gagni Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Gagni Wealth Management LLC located?**
Gagni Wealth Management LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is Gagni Wealth Management LLC registered with the SEC or a state?**
Gagni Wealth Management LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169527.

**How much does Gagni Wealth Management LLC manage?**
Gagni Wealth Management LLC reports $59,778,200 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Gagni Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (39); corporations or other businesses not listed above (5).

**Does Gagni Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169527

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $59,778,200
- Discretionary: $59,778,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $19,356,700 |
| High net worth individuals | 39 | $36,647,700 |
| Corporations or other businesses not listed above | 5 | $3,773,800 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gagniasset.com
- Facebook @GAGNIASSET
- Instagram @gamstx
- X @gamsatx

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gagni Wealth Management LLC (CRD 169527): Form ADV filing data as of October 2026.