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GAGNI WEALTH MANAGEMENT
Gagni Wealth Management is a family founded registered investment advisory firm. It specializes in illuminating the path to success for a diverse clientele,...
GAGNI WEALTH MANAGEMENT
Gagni Wealth Management is a family founded registered investment advisory firm. It specializes in illuminating the path to success for a diverse clientele, including individuals, families, business professionals, retirees, and small business owners. The firm crafts tailored investment strategies and offers financial planning, investment management, risk management, and retirement and multi-generational planning.
General information
Firm type
RIA
Year founded
2015
Location
Region
North America
Country
United States
City
Brooklyn
Corporate office
United States
Principals
Marc Gagni
Investment Advisor
Allison Gagni
Investment Advisor
Marlon Gagni
Founder
German Ricardo Mora
IAR at Gagni Wealth Management
Frequently asked questions
What is GAGNI WEALTH MANAGEMENT?
GAGNI WEALTH MANAGEMENT is a ria headquartered in Brooklyn, United States.
When was GAGNI WEALTH MANAGEMENT founded?
GAGNI WEALTH MANAGEMENT was founded in 2015.
Where is GAGNI WEALTH MANAGEMENT headquartered?
GAGNI WEALTH MANAGEMENT is headquartered in Brooklyn, United States, in the North America region.
What does Altss track for GAGNI WEALTH MANAGEMENT?
Altss maintains an OSINT-verified profile of GAGNI WEALTH MANAGEMENT covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is GAGNI WEALTH MANAGEMENT's website?
GAGNI WEALTH MANAGEMENT's public website is gagniwealth.com (presumed). Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is GAGNI WEALTH MANAGEMENT?
GAGNI WEALTH MANAGEMENT is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on GAGNI WEALTH MANAGEMENT?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was GAGNI WEALTH MANAGEMENT's Altss profile last updated?
GAGNI WEALTH MANAGEMENT's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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