CALLAHAN WEALTH ADVISORY
CALLAHAN WEALTH ADVISORY, LLC Legal Name
Adviser information for CALLAHAN WEALTH ADVISORY last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 733 | $250.0M |
| Non-Discretionary | 2 | $18.2M |
| Total | 735 | $268.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 122 | $29.1M |
| HNW Individuals | 112 | $220.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $18.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 268.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CALLAHAN WEALTH ADVISORY, LLC WRAP FEE PROGRAM | CALLAHAN WEALTH ADVISORY |
Identifiers
| SEC RIA File Number | 801-122369 |
|---|---|
| SEC ERA File Number | 801-122369 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316124 |
| Legal Entity Identifier | None |
Principal Office
5649 N. DEAN RDORLANDO
FL
United States
BY APPOINTMENT, 9-5
Tel: 410-712-6220, Fax: None
Websites
Chief Compliance Officer
COLIN CALLAHAN
5649 N. DEAN RD
ORLANDO
FL
United States
Tel:
410-712-6220
C****@*******************M
(Full email address available in API data)
Regulatory Contact
NATALIA CALLAHAN
MANAGING PARTNER
5649 N. DEAN RD
ORLANDO
FL
United States
Tel:
410-712-6211
N******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CALLAHAN, COLIN, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | 08/2021 | 50-75% |
| CALLAHAN, NATALIA, B | Individual | – | MANAGING PARTNER | 08/2021 | 50-75% |