Investment adviser · CRD 165344

GALLATIN WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

WILSON, WY, United States · Form ADV filed Jul 10, 2017

Regulatory AUM
$16M
Form ADV · Item 5.F
Client accounts
14
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 10, 2017. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3415 N. PINES WAY
WILSON, WY, 83014, United States

CRD 165344

Filing source

Form ADV 1123089 · Jul 10, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.