RIA · CRD 167792SEC-Registered

Updated:

Gillespie Wealth Management Inc

GILLESPIE WEALTH MANAGEMENT INC is an SEC-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1...

Gillespie Wealth Management Inc

GILLESPIE WEALTH MANAGEMENT INC is an SEC-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Gillespie Wealth Management Inc?

No named principal or investment committee is listed in public records. The firm's leadership profile has not been confirmed through available sources.

What investment services does Gillespie Wealth Management Inc offer?

As an RIA, the firm likely provides investment advisory services, but specific offerings such as portfolio management, financial planning, or family office services are not documented in public sources.

Is Gillespie Wealth Management Inc structured as a family office or a traditional wealth manager?

The firm's classification is not specified in available records. Its name includes 'Wealth Management', suggesting a broader advisory practice rather than a dedicated single-family office, but this is unconfirmed.

Where is Gillespie Wealth Management Inc located?

The firm's headquarters city and country are not listed in public records. No office addresses have been verified.

Does Gillespie Wealth Management Inc have a website or LinkedIn presence?

No website or LinkedIn page has been captured in public records. The firm may operate without a digital presence or behind a common name not easily identifiable.

What is the AUM of Gillespie Wealth Management Inc?

The firm does not publicly disclose its AUM. No filing or third-party estimate is available in public records.

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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