GASKIN WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$99.3M
Discretionary
$89.2M
90% of AUM
Avg account
$392K
Accounts
253
Employees
1
Advisory reps
1

Firm details

Headquarters
MORAGA, California
CRD number
143536
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals55.68%
  • HNWI27.28%
  • Other10.1%
  • Pension & Profit Sharing Plans6.94%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gaskin Wealth Management is a privately held advisory firm focused on portfolio management for individuals and small businesses. The firm runs largely discretionary mandates and places a clear emphasis on listed equities as the central component of client portfolios. Fee arrangements include a percentage-of-AUM schedule alongside hourly charges for advisory work, indicating a mix of ongoing portfolio management and project-based planning. Investment approach centers on equity exposure delivered through exchange-traded vehicles and separately managed accounts, with a willingness to supplement core equity holdings with income-oriented and alternative strategies. The firm is not positioned as an active ESG investor and operates as a single-state adviser rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, US Government Bonds 29%, State & Local Bonds 2%, Cash & Cash Equivalents 1%68%
  • Exchange Traded Equities68%
  • US Government Bonds29%
  • State & Local Bonds2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • GREGORY GASKIN

    PrincipalCRD 2373533

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

MORAGA, CA

CONTRA COSTA

Location

MORAGA, CA

Headquartered in MORAGA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
925 Country Club Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth