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Gallagher Wealth Management CRD 161266
$123M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 La Gonda Way Suite 200, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-26 |
| CA | RA | APPROVED | 2012-03-19 |
Branch Locations
500 La Gonda Way Suite 200, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Wealth Mangement | Danville | CA | 03/2012 | Present |
1. James Gallagher 2008 Trust / Trustee / Acts as co-trustee with 2 other family members / Spends roughly 1 hour a month on duties related to this.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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