# Gibraltar Wealth Management

Gibraltar Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** gibraltarwealth.com

## Regulatory record

- **CRD number:** 124128
- **SEC file number:** 801-126154
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124128

## About

GIBRALTAR WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in ABINGTON, PA, registered since 2022. The firm manages $213 million in assets, with $49 million on a discretionary basis. It has 5 employees and 5 investment advisers.

## Questions

### Is Gibraltar Wealth Management a fiduciary?

Yes. As an SEC-registered investment advisor, Gibraltar Wealth Management is legally bound by the fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in its clients' best interests, disclose conflicts of interest, and seek best execution on portfolio transactions. Registered investment advisors are distinct from broker-dealers, who operate under a less stringent suitability standard.

### What types of clients does Gibraltar Wealth Management serve?

Per its SEC Form ADV filings, Gibraltar serves individuals, high-net-worth individuals, and institutional clients. The firm customizes portfolios to each client's investment objectives, risk tolerance, and tax circumstances, operating primarily through separately managed discretionary accounts.

### Does Gibraltar Wealth Management operate any proprietary funds?

Based on available regulatory filings, Gibraltar does not appear to sponsor or manage proprietary pooled investment vehicles. The firm constructs client portfolios using individual securities and external third-party fund managers, maintaining separation between advisory and product-manufacturing functions.

### What is the firm's investment approach?

The firm's regulatory disclosures describe a discretionary management approach that spans global equities, fixed income securities, and alternative investments including private funds. Portfolio allocations are determined by individual client circumstances, with investment selection informed by fundamental analysis and external manager due diligence.

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Last updated: 2026-07-11T06:18:46.000Z

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