GIBRALTAR WEALTH MANAGEMENT, LLC
Adviser information for GIBRALTAR WEALTH MANAGEMENT, LLC last updated from Form ADV on March 27th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 45 | $26.9M |
| Non-Discretionary | 166 | $123.4M |
| Total | 211 | $150.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 34 | $14.0M |
| HNW Individuals | 52 | $133.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $1.1M |
| Pension and profit sharing plans | 0 | $0 |
| 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 | <5 | $1.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)WEALTH MANAGEMENT |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126154 |
|---|---|
| SEC ERA File Number | 801-126154 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 124128 |
| Legal Entity Identifier | None |
Principal Office
1117 OLD YORK ROADABINGTON
PA
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 215-956-5154, Fax: 215-576-0836
Websites
Chief Compliance Officer
JAMES E. BICKLEY
PRESIDENT
1117 OLD YORK ROAD
ABINGTON
PA
United States
Tel:
(215) 956-5154
Fax:
215-576-0836
J*******@******************M
(Full email address available in API data)
Regulatory Contact
DONNA M. WOYTEK
VICE PRESIDENT, CLIENT RELATIONS
1117 OLD YORK ROAD
ABINGTON
PA
United States
Tel:
215-956-5154
Fax:
215-576-0836
D******@******************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 |
|---|---|---|---|---|---|
| BICKLEY, JAMES, EDWARD | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 10/2002 | > 75% |
| MILLER, WILLIAM, HOWARD | Individual | – | MEMBER | 04/2018 | 10-25% |