GANNETT WEALTH ADVISORS

RIASEC RegisteredEst. 2025
Total AUM
$90.2M
Discretionary
$90.2M
100% of AUM
Avg account
$289K
Accounts
312
Employees
8
Advisory reps
7

Firm details

Headquarters
,
CRD number
328213
Registered since
February 3, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI96.4%
  • Individuals2.1%
  • Charitable Organizations1.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gannett Wealth Advisors is an independent registered investment adviser that manages client portfolios across multiple states and serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management, including services for small businesses and institutions. A notable part of the firm’s model is the selection of third‑party advisers and managers, which it uses to access specialized strategies and alternatives rather than running all capabilities in‑house. Gannett Wealth Advisors charges clients using a combination of percentage‑of‑AUM and fixed fees and does not position itself as an ESG‑focused investor. The firm’s investment approach centers on core public fund exposures supplemented by allocations to non‑traditional asset classes. Public mutual funds and pooled vehicles form the bulk of client portfolios, while the firm also routes capital to outside managers for exposure to real estate, commodities, and digital currency. This mix suggests a pragmatic, multi‑manager implementation: core beta and active managers via mutual funds and separate accounts, with selected external specialists for alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Public Funds/Mutual Funds 64%, Exchange Traded Equities 30%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 2%, Derivatives 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities2%
  • Derivatives1%

Contacts

3 of 7
  • Corey Thacker

    Relationship ManagerCRD 7324031

  • Nick Krautscheid

    Relationship ManagerCRD 8041965

  • Malcolm Walton

    Wealth AdvisorCRD 6946401

Unlock 4 more contacts

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth