Gagni Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,004,400
Clients
144
Advisors
3
of 3 employees
About
Gagni Wealth Management provides investment advisory, portfolio management, and financial consulting to high‑net‑worth and non‑HNW individuals, as well as corporations, trusts, and small businesses. Services include discretionary and non‑discretionary management using three model allocations (Balanced, Moderate, Value), selection of third‑party money managers, and project‑based or hourly consulting; the firm also recommends and sells insurance products.
The firm applies a mix of fundamental and technical analysis to construct and monitor portfolios, with periodic rebalancing and targeted strategic allocations. The Value model and certain separately managed accounts may employ options and other derivative strategies (straight calls/puts, straddles, strangles), and the firm uses performance‑based fee arrangements for accounts that specialize in option trading.
Gagni Wealth is affiliated with another registered investment adviser and its representatives also act as insurance agents and, in some cases, registered representatives, receiving customary commissions and incentive awards—conflicts the firm discloses and states it monitors. As a small advisory team managing roughly $59.8 million across about 144 client relationships, the firm commonly recommends custodians and third‑party managers (e.g., Interactive Brokers, Schwab) and offers both model‑based management and access to individualized insurance and third‑party management solutions.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $750,000: 1.50% annually $750,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually on assets over $1,000,000
Standard hourly fee of $150, negotiable
Performance-based fees charged for asset management accounts specializing in option trading strategies
Account minimum: $25,000 Fee-only: Hourly fee of $150, negotiable in certain circumstances
Main office
17806 Ih 10 Ste. 300
San Antonio TX 78257
Advisors at this office
3
Most active in
Texas
Also doing business as
Gagni Asset Management LLC · Gagni Financial Services · Gagni Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Marc G
Series 63, Series 65
San Antonio, TX
Gagni Wealth Management LLC
Marc Gagni is a financial advisor at Gagni Wealth Management LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Gagni Wealth Management since 2014 and has been involved with Maridea Wealth Management LLC and Maridea Insurance Company more recently. Outside of investment advisory, he is also a licensed insurance agent and manages a private investment management company. Gagni Wealth Management provides investment advisory, portfolio management, and financial consulting services to individuals, corporations, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis across its model allocations and utilizes options and derivative strategies in certain accounts.
German M
Series 66
San Antonio, TX
Gagni Wealth Management LLC
German Mora is a financial advisor with Gagni Wealth Management LLC in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Tapfin/EY, San Blas Securities, Intercam Securities, Mora Wealth Management, Wells Fargo Advisors, and Merrill Lynch. He has ownership in GM Financial & Trust LLC, an investment management firm based in Orlando, FL. Gagni Wealth Management provides investment advisory, portfolio management, and financial consulting to high-net-worth and non-HNW individuals, as well as corporations, trusts, and small businesses. The firm utilizes a combination of fundamental and technical analysis across model allocations and tailored strategies, including options trading, and offers discretionary and non-discretionary management along with insurance products.
Allison G
Series 63, Series 65
San Antonio, TX
Gagni Wealth Management LLC
Allison Gagni is a financial advisor with Gagni Wealth Management LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked at Gagni Wealth Management since 2016 and has been active in associated entities such as Maridea Insurance Company and Maridea Wealth Management since 2024. Allison is also a licensed insurance agent, spending approximately 10% of her time on insurance sales and implementation. Gagni Wealth Management provides investment advisory, portfolio management, and financial consulting services to high-net-worth and non-high-net-worth individuals, corporations, trusts, and small businesses. The firm employs a mix of fundamental and technical analysis in its portfolio construction and monitoring, offering model-based management, third-party manager selection, and insurance solutions.
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