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Galleon Wealth Advisors LLC
Galleon Wealth Advisors LLC is a US registered investment advisor operating as a multi-family office. Public records provide limited detail on its operations.
Galleon Wealth Advisors LLC
GALLEON WEALTH ADVISORS LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Galleon Wealth Advisors LLC provide?
As a registered investment advisor and multi-family office, Galleon Wealth Advisors LLC likely offers investment management, financial planning, estate planning, and tax advisory services to high-net-worth families. Specific service offerings are not detailed in public records. (Per public record)
Is Galleon Wealth Advisors LLC a single-family office or multi-family office?
The firm operates as a multi-family office structure, serving multiple affluent families rather than a single principal. This is consistent with its registration as an RIA. (Per public record)
How is Galleon Wealth Advisors LLC regulated?
Galleon Wealth Advisors LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) or applicable state regulators, meaning it must adhere to fiduciary standards and disclose its business practices in ADV filings. (Per SEC/public record)
Who are the key principals at Galleon Wealth Advisors LLC?
The names of principals, founders, or key investment professionals at Galleon Wealth Advisors LLC are not publicly available in widely accessible sources. (Per public record)
What is the AUM of Galleon Wealth Advisors LLC?
The firm does not publicly disclose its assets under management. An AUM band estimate is not available from public records. (Per public record)
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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