GAJARDO WEALTH MANAGEMENT LLC

Overview

Gajardo Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Its billing options include a percentage-of-assets model as well as hourly and fixed fees. Gajardo acts as a capital allocator, sourcing external managers for certain strategies rather than running all capabilities in-house. The adviser does not identify as an active ESG investor and is not registered as a multi-state firm.

Assets & Accounts

Investments & Alternatives

Location & Offices