# GAGNI WEALTH MANAGEMENT

GAGNI WEALTH MANAGEMENT is a RIA based in Brooklyn, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Brooklyn, United States
- **Region:** North America
- **Address:** United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** gagniwealth.com (presumed)

## Regulatory record

- **CRD number:** 169527
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169527

## About

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.

## People

- Marc Gagni — Investment Advisor
- Allison Gagni — Investment Advisor
- Marlon Gagni — Founder
- German Ricardo Mora — IAR at Gagni Wealth Management

## Related profiles

- [Camelback Capital Management](https://altss.com/profile/camelback-capital-management-llc)
- [Bluestone Wealth Planning](https://altss.com/profile/bluestone-wealth-planning-llc)

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Last updated: 2026-08-11T15:06:49.768Z

Canonical page: https://altss.com/profile/gagni-wealth-management-llc

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