# Gibraltar Wealth Management, LLC

> Gibraltar Wealth Management, LLC is an SEC-registered investment advisory firm in Abington, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 124128
- Filed as: GIBRALTAR WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Abington, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124128
- AdvisorCensus page: https://advisorcensus.com/firm/gibraltar-wealth-management-llc-abington-pa-124128

## Quick answers

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

**How much does Gibraltar Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it); Flat fee: $3,000 to $18,000 (Financial Counseling and Consulting services); Flat fee: $1,200 to $60,000 a year (investment and wealth management services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gibraltar Wealth Management, LLC located?**
Gibraltar Wealth Management, LLC's principal office is in Abington, PA, according to its Form ADV.

**Is Gibraltar Wealth Management, LLC registered with the SEC or a state?**
Gibraltar Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 124128.

**How much does Gibraltar Wealth Management, LLC manage?**
Gibraltar Wealth Management, LLC reports $212,655,453 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (23% discretionary).

**How have Gibraltar Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Gibraltar Wealth Management, LLC: Regulatory assets under management: $137,341,068 in the October 2022 data and $212,655,453 in the October 2026 data, up 55%. Total employees: 7 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gibraltar Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (40); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Gibraltar Wealth Management, LLC use?**
Gibraltar Wealth Management, LLC'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 Gibraltar 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 SEC record: https://adviserinfo.sec.gov/firm/summary/124128

**What changed in Gibraltar Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $176,544,171 to $212,655,453 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> The annual fee varies (between 0.25% and 1.50%) depending upon the market value of the assets under management and the type of services to be rendered.

- Flat fee: $3,000 to $18,000 (Financial Counseling and Consulting services)

> These fees are negotiable, but generally range from $3,000 to $18,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.

- Flat fee: $1,200 to $60,000 a year (investment and wealth management services)

> Fixed fees range between $1,200 $60,000 annually.

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: $212,655,453
- Discretionary: $49,330,951
- Non-discretionary: $163,324,502

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $22,987,409 |
| High net worth individuals | 51 | $183,918,913 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,348,432 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,400,699 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $137,341,068 | 7 | August 16, 2022 |
| October 2023 | $127,247,821 | 6 | April 3, 2023 |
| October 2024 | $150,274,806 | 6 | March 27, 2024 |
| October 2025 | $176,544,171 | 5 | July 24, 2025 |
| October 2026 | $212,655,453 | 5 | March 27, 2026 |

Regulatory assets under management: $137,341,068 in the October 2022 data and $212,655,453 in the October 2026 data, up 55%.
Total employees: 7 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $176,544,171 to $212,655,453 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gibraltar Wealth Management, LLC (CRD 124128): Form ADV filing data as of October 2026.