Gannett Wealth Advisors
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
FINTRXOverview
Gannett Wealth Advisors is an independent registered investment advisor organized as an LLC and registered with the SEC in 2025. The firm acts as a capital allocator and serves both individual/family and institutional clients across multiple states. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements combine AUM‑based billing with fixed fees. The firm is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- Cash & Cash Equivalents5%
- Derivatives1%
Contacts
3 of 6
Malcolm Walton
Wealth AdvisorCRD 6946401
James Carlson
Financial PlannerCRD 5918427
Vaughn Kellerman
Associate AdvisorCRD 6603388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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