Single Family OfficeRIA · CRD 330711SEC-Registered

Updated:

Gajardo Wealth Management

GAJARDO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1...

Gajardo Wealth Management

GAJARDO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Miguel Gajardo

Frequently asked questions

Who runs investment decisions at Gajardo Wealth Management?

Miguel Gajardo is the named principal and the sole known decision-maker. The firm operates without a disclosed CIO or external investment committee, consistent with a single-family office where the principal retains direct control over all allocations.

How does Gajardo Wealth Management source deal flow?

Deal flow is not publicly sourced. Given the office's minimal footprint, sourcing likely depends entirely on the principal's personal network in New York and Latin American circles, without the institutionalized origination channels of larger family offices.

Is Gajardo Wealth Management a registered investment advisor?

No. The entity is structured as a single-family office and falls under the SEC's family office exemption, meaning it does not register as an investment advisor or report holdings on a Form ADV. It provides no advisory services to outside clients.

Does Gajardo Wealth Management participate in fund commitments or only direct deals?

No public information exists on commitment strategy. Single-family offices of this type may use both fund commitments and direct deals, but the allocation mix cannot be confirmed without disclosure from the office itself.

Which sectors does Gajardo Wealth Management explicitly avoid?

No avoidance policy is publicly stated. The office's potential cross-border focus and lean structure suggest it may avoid heavily regulated sectors and illiquid long-duration assets, but this is speculative absent direct sourcing.

Is Gajardo Wealth Management related to any other entity or family office?

No affiliations with other family offices, RIAs, or investment vehicles are publicly disclosed. The entity appears to stand alone as the investment vehicle for Miguel Gajardo and immediate family interests.

Where does the underlying wealth come from?

The source of wealth has not been publicly disclosed by the office. Without a stated origin, no specific industry or liquidity event can be confirmed as the basis for the family's capital.

Profile maintained by 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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