GIBRALTAR WEALTH MANAGEMENT, LLC

1117 Old York Road
Abington, Pennsylvania 19001
Tel: 215-956-5154

About GIBRALTAR WEALTH MANAGEMENT, LLC

GIBRALTAR WEALTH MANAGEMENT, LLC, formally registered with the SEC as GIBRALTAR WEALTH MANAGEMENT, LLC. The firm was established in 07/22/2022. They have over 1 offices throughout the country.

GIBRALTAR WEALTH MANAGEMENT, LLC is a Abington, Pennsylvania based Financial Planning firm with nearly $150,274,806 assets under management, offering retirement planning & investment advisory services to 211 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124128
SEC#	801-126154
Assets Managed by Firm	$150,274,806
No. of Clients	211
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (WEALTH MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	211	$150,274,806
Individuals (other than high net worth individuals)	34	$14,012,443
High net worth individuals	52	$133,434,354
Corporations or other businesses	Fewer than 5 clients	$1,703,595

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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