# NON-Traditional Wealth Management, LLC

> NON-Traditional Wealth Management, LLC is a state-registered investment advisory firm in Orlando, FL, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated January 29, 2026.

- CRD: 151362
- Filed as: NON-TRADITIONAL WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151362
- AdvisorCensus page: https://advisorcensus.com/firm/non-traditional-wealth-management-llc-orlando-fl-151362

## Quick answers

**How is NON-Traditional Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), NON-Traditional Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is NON-Traditional Wealth Management, LLC located?**
NON-Traditional Wealth Management, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is NON-Traditional Wealth Management, LLC registered with the SEC or a state?**
NON-Traditional Wealth Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151362.

**Does NON-Traditional 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/151362

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nontwm.com
- orlandobucketplan.com
- Facebook @DENNIS.GAGNON
- LinkedIn @DENNIS-GAGNON-850BB17

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NON-Traditional Wealth Management, LLC (CRD 151362): Form ADV filing data as of October 2026.