# Callahan Wealth Advisory

Callahan Wealth Advisory is a RIA based in Orlando, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** callahanwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/callahan-wealth-advisory

## Regulatory record

- **CRD number:** 316124
- **SEC file number:** 801-122369
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316124

## About

Callahan Wealth Advisory was established in 2021. It operates as a US-based wealth manager and registered investment advisor. The firm supplies investment advisory services focused on financial planning and portfolio management. It serves individuals, high-net-worth individuals, and organizations. No additional offices, named principals, or deployment figures appear in available records. Recent activity remains undocumented.

## Questions

### Who runs investment decisions at Callahan Wealth Advisory?

No named principals or decision makers are disclosed in public records.

### Does Callahan Wealth Advisory participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct deal activity.

## Related profiles

- [Callahan Financial Planning](https://altss.com/profile/callahan-financial-planning)
- [Callapina Capital](https://altss.com/profile/callapina-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/callahan-wealth-advisory

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