# Gaylord Wealth Management

Gaylord Wealth Management is a RIA based in Rocklin.

## Overview

- **Organization type:** RIA
- **Headquarters:** Rocklin
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** gaylordwealth.com
- **LinkedIn:** https://www.linkedin.com/company/petergaylord

## Regulatory record

- **CRD number:** 168702
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168702

## About

Gaylord Wealth Management, LLC is a California Registered Investment Advisor servicing clients throughout the state. The firm specializes in financial planning and personal asset management. It employs Strategic Asset Allocation, Model Portfolios, and Tactical Overlays and uses a global investing approach seeking investments in the United States and around the world in developed and emerging markets.

## People

- Peter Gaylord — CFA, CEO & Chief Investment Officer
- Peter Gaylord — CFA, Chief Compliance Officer

## Questions

### Who runs investment decisions at Gaylord Wealth Management?

No named principals or investment decision-makers are publicly identified for Gaylord Wealth Management. The firm does not disclose its leadership team in public records.

### What investment stages does Gaylord Wealth Management typically target?

No target stages — such as venture, growth, buyout, or real assets — have been publicly specified. The firm's investment preferences are not disclosed.

### Which sectors does Gaylord Wealth Management explicitly avoid?

No sector exclusions have been publicly stated. The firm does not share its investment guidelines or negative screening criteria.

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

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