GAN PRIVATE WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
$34.5M
Discretionary
$0
0% of AUM
Avg account
$2.2M
Accounts
16
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 15%, Cash & Cash Equivalents 10%75%
  • Exchange Traded Equities75%
  • US Government Bonds15%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • HENRY GAN

    Managing Member And Chief Compliance OfficerCRD 710730

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth