# Gallagher Wealth Management

> Gallagher Wealth Management is an SEC-registered investment advisory firm in Danville, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 161266
- Filed as: GALLAGHER WEALTH MANAGEMENT
- Legal name: Gallagher Wealth Management, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Danville, CA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161266
- AdvisorCensus page: https://advisorcensus.com/firm/gallagher-wealth-management-danville-ca-161266

## Quick answers

**How is Gallagher Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Gallagher Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Gallagher Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: $3,000 to $10,000 (financial planning and consulting services); Flat fee: up to $10,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gallagher Wealth Management located?**
Gallagher Wealth Management's principal office is in Danville, CA, according to its Form ADV.

**Is Gallagher Wealth Management registered with the SEC or a state?**
Gallagher Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 161266.

**How much does Gallagher Wealth Management manage?**
Gallagher Wealth Management reports $123,450,100 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Gallagher Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Gallagher Wealth Management: Regulatory assets under management: $110,607,323 in the October 2025 data and $123,450,100 in the October 2026 data, up 12%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gallagher Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (43).

**Which custodians does Gallagher Wealth Management use?**
Gallagher Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gallagher Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161266

**What changed in Gallagher Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $110,607,323 to $123,450,100 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Flat fee: $3,000 to $10,000 (financial planning and consulting services)

> Flat fees range from $ 3,000 to $10,000. The fee -paying arrangements will be determined on a case -by-case basis

- Flat fee: up to $10,000 (Retirement Plan Consulting services)

> The maximum hourly fee to be charged will not exceed $ 300. Our flat fees range up to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,450,100
- Discretionary: $123,450,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $30,088,065 |
| High net worth individuals | 43 | $93,362,035 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gallagherwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $110,607,323 | 3 | June 26, 2025 |
| October 2026 | $123,450,100 | 4 | March 5, 2026 |

Regulatory assets under management: $110,607,323 in the October 2025 data and $123,450,100 in the October 2026 data, up 12%.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $110,607,323 to $123,450,100 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gallagher Wealth Management (CRD 161266): Form ADV filing data as of October 2026.