# Gaskin Wealth Management

> Gaskin Wealth Management is a state-registered investment advisory firm in Moraga, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 143536
- Filed as: GASKIN WEALTH MANAGEMENT
- Legal name: Gaskin Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Moraga, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143536
- AdvisorCensus page: https://advisorcensus.com/firm/gaskin-wealth-management-moraga-ca-143536

## Quick answers

**How is Gaskin Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Gaskin Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Gaskin Wealth Management registered with the SEC or a state?**
Gaskin Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 143536.

**How much does Gaskin Wealth Management manage?**
Gaskin Wealth Management reports $99,263,711 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (90% discretionary).

**What types of clients does Gaskin Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (209); high net worth individuals (18); other (10).

**Does Gaskin 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143536

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $99,263,711
- Discretionary: $89,239,942
- Non-discretionary: $10,023,769

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 209 | $55,274,757 |
| High net worth individuals | 18 | $27,074,185 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $6,891,000 |
| Other | 10 | $10,023,769 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gaskinwealthmanagement.com
- managemarketrisk.com
- Facebook @GASKIN-WEALTH-MANAGEMENT-178370682221373
- LinkedIn @GASKIN-WEALTH-MANAGEMENT
- X @GASKINWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gaskin Wealth Management (CRD 143536): Form ADV filing data as of October 2026.