GALLAGHER WEALTH MANAGEMENT

Overview

Gallagher Wealth Management is an independent, SEC‑registered registered investment adviser focused on serving individuals and families. The firm runs a fee schedule that includes a percentage of AUM plus hourly and fixed‑fee engagements, and it offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is tilted toward pooled public funds—mutual funds make up the bulk of the advisor’s deployed capital—while the firm supplements those allocations with third‑party alternative managers for real estate exposure. The adviser operates as a single‑owner entity and maintains a discretionary posture over client portfolios; its filings show all reported assets are managed on a discretionary basis. Gallagher Wealth Management does not identify itself as an active ESG investor and reports its client focus as individual and family households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices