Institutional

    Gallatin Wealth Management LLC

    Registered investment advisor · Wilson, Wyoming · CRD #165344

    Assets Under Management
    $68M
    Client Accounts
    26
    Employees
    1
    CRD Number
    165344
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gallatin Wealth Management LLC

    Gallatin Wealth Management LLC is a registered investment advisory firm headquartered in Wilson, Wyoming, managing approximately $68M in regulatory assets across 26 client accounts. The firm's full regulatory record is filed with the SEC under CRD #165344.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gallatin Wealth Management LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Gallatin Wealth Management LLC's AUM?

    Gallatin Wealth Management LLC reports approximately $68M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gallatin Wealth Management LLC headquartered?

    Gallatin Wealth Management LLC is headquartered in Wilson, Wyoming.

    What is Gallatin Wealth Management LLC's CRD number?

    Gallatin Wealth Management LLC's CRD number is 165344. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gallatin Wealth Management LLC manage?

    Gallatin Wealth Management LLC manages approximately 26 client accounts according to its latest SEC filing.

    Is Gallatin Wealth Management LLC SEC registered?

    Gallatin Wealth Management LLC is registered as a STATE investment adviser.

    Similar advisors in Wyoming

    Hrtg Gpe, LLC
    Wilson, WY · $27.1B AUM
    Frontier Asset Management, LLC
    Sheridan, WY · $5.5B AUM
    Golden State Wealth Management, LLC
    Powell, WY · $2.2B AUM
    Flat Footed LLC
    Wilson, WY · $2.1B AUM
    Flat Rock Global
    Jackson, WY · $1.6B AUM
    Integrity Financial Corporation
    Jackson, WY · $868M AUM
    See all top RIA firms in Wyoming →

    Research firms like Gallatin Wealth Management LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial