GALLUGI WEALTH MANAGEMENT, LLC

Overview

Gallugi Wealth Management, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm’s stated preference is equities, and its portfolio construction centers on exchange-traded public-market exposure supplemented by mutual funds and third-party alternative managers. Gallugi charges a percentage-of-AUM fee and does not position itself as an active ESG investor. The firm is not organized as a multi-state adviser and does not identify as a capital allocator or related-adviser network. Investment activity is concentrated and discretionary: the firm manages all client assets on a discretionary basis and allocates a substantial share of capital to exchange-traded equities while maintaining access to hedge fund and real estate strategies for clients who need alternative exposures or diversification beyond public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices