Investment adviser · CRD 124128

GIBRALTAR WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

ABINGTON, PA, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $213M
Client accounts: 241
Employees: 5
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	51	$183,918,913	86.5%
Individuals	40	$22,987,409	10.8%
Pooled investment vehicles	1	$4,348,432	2.0%
Corporations & businesses	Fewer than 5	$1,400,699	0.7%

Filing source

Form ADV 2051232 · Mar 27, 2026 · Item 5.D

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

Private funds & service providers

1 Private fund

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

FIRST PRINCETON PARTNERS II, LPHedge Fund · Last reported Mar 27, 2026$4.35MGross asset value

Form D fundraising filings

First Princeton Partners II LP

Fund administrator INTERNATIONAL FUND MANAGEMENT CORPORATION FLEMINGTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SANVILLE & COMPANY HUNTINGDON VALLEY, Pennsylvania, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SANVILLE & COMPANY
PCAOB 169

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-2026533913
Reported beneficial owners: 12
Minimum commitment: $250K
Form D file number: 021-564194

Form ADV 2051232 · Mar 27, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

1117 OLD YORK ROAD
ABINGTON, PA, 19001, United States

CRD 124128

Filing source

Form ADV 2051232 · Mar 27, 2026 · 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.