GAN PRIVATE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 282725
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.89%
- Individuals11.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GAN Private Wealth Management LLC is a small, fee-based advisory firm that provides portfolio management for individuals and small businesses. The firm operates as a limited liability company with an owner-type listed as an individual and charges clients a percentage of assets under management. Its investment posture tilts toward liquid public markets: the firm’s filings show a clear preference for equities, with the majority of client capital held in exchange-traded instruments rather than in private or structured vehicles. GAN Private Wealth Management reports its advisory relationships as non-discretionary, meaning clients retain final trading authority while the firm provides investment advice and portfolio construction. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Business activity is narrowly focused on wealth management for individual and family clients rather than institutional or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds15%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1HENRY GAN
Managing Member And Chief Compliance OfficerCRD 710730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 633 W 5th St
- Time zone
- PT (UTC-8)
- Office locations
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