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Gaun Wealth Management Ltd. CRD 339643
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
231 Glen Cove Avenue, Sea Cliff, NY 11579 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-08 |
Branch Locations
231 Glen Cove Avenue, Sea Cliff, NY 11579 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gaun & Company Cpas, Pc | Sea Cliff | NY | 07/2017 | Present |
| Christopher A Gaun, Cfe, Cpa | Sea Cliff | NY | 01/1991 | 07/2017 |
| Gaun Wealth Management Ltd. | Sea Cliff | NY | 01/2026 | Present |
100% shareholder of CPA firm. Gaun & Company CPAs, P.C. It is not investment related. 231 Glen Cove Avenue, Sea Cliff, NY 11579 CPA firm Owner No relations with other businesses. Full time tax preparation. Only involved as a referrer of other investment advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-23 |
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