Gallagher Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4155 Blackhawk Plaza Cir Ste 244, Danvil...

Phone Number

(925) 831-3043

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
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1

About Gallagher Wealth Management

Gallagher Wealth Management is a fee-only Registered Investment Advisor based in Danville, California, specializing in holistic wealth management. The firm is dedicated to designing, guiding, and protecting the financial legacies of individuals and families. As fiduciary wealth managers, they prioritize acting in the best interest of their clients, providing objective and unbiased investment guidance. Their approach emphasizes personalized attention to develop effective and proactive wealth strategies.Explore more
Gallagher Wealth Management's Social MediaPopular SearchesGallagher Wealth Management IncGallagher Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Gallagher Wealth Management Org Chart

PhoneEmail
RG
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gallagher Wealth Manageme...

<$5M
1-10
Private
-
2011
RG
Renee GallagherChief Operating Officer
$6.5M
11-50
Private
-
1974
HM
Henry MercerChief Investment Officer
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Gallagher Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gallagher Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gallagher Wealth Management.

Gallagher Wealth Management Tech Stack

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Frequently Asked Questions Regarding Gallagher Wealth Management

What is Gallagher Wealth Management's official website?
Gallagher Wealth Management's official website is www.gallagherwealth.com
What is Gallagher Wealth Management's Revenue?
Gallagher Wealth Management's revenue is <$5 Million
What is Gallagher Wealth Management's SIC code?
Gallagher Wealth Management's SIC: 62,628
What is Gallagher Wealth Management's NAICS code?
Gallagher Wealth Management's NAICS: 52,523
How many employees does Gallagher Wealth Management have?
Gallagher Wealth Management has 1-10 employees
What industry does Gallagher Wealth Management belong to?
Gallagher Wealth Management is in the industry of: Finance, Securities Trading
What is Gallagher Wealth Management competition?
Gallagher Wealth Management top competitors include: Pillar Wealth Management, Holliger Financial Consultants, Sierra Pacific Financial Advisors, Live Oak Private Wealth
What technology does Gallagher Wealth Management use?
Some of the popular technologies that Gallagher Wealth Management uses are: WordPress.org, PHP, Cloudflare CDN, Google Font API
How do I contact Gallagher Wealth Management?
Gallagher Wealth Management contact info: Phone number: (925) 831-3043 Website: www.gallagherwealth.com
What does Gallagher Wealth Management do?

Gallagher Wealth Management is a fee-only Registered Investment Advisor based in Danville, California, specializing in holistic wealth management. The firm is dedicated to designing, guiding, and protecting the financial legacies of individuals and families. As fiduciary wealth managers, they prioritize acting in the best interest of their clients,... providing objective and unbiased investment guidance. Their approach emphasizes personalized attention to develop effective and proactive wealth strategies.Read More

What are Gallagher Wealth Management social media links?
Gallagher Wealth Management Linkedin page
Is Gallagher Wealth Management a public company?
Gallagher Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Gallagher Wealth Management

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