A complete list of active advisors currently associated with Galleon Wealth Advisors LLC

Warmer can help you find a great advisor at Galleon Wealth Advisors LLC or one who fits your needs even better.

The firm provides fee‑only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, and employer‑sponsored participant‑directed retirement plans. Services described in the brochure include discretionary management of portfolios (stocks, bonds, mutual funds, ETFs), written financial plans, and multi‑tier business exit consulting. Galleon’s investment approach blends modern portfolio theory with both passive and active strategies and uses fundamental, technical and cyclical analysis to set asset allocation targets and select funds and securities. The firm also uses third‑party mutual funds (including DFA funds), offers socially conscious portfolios on request, and monitors client accounts on a regular (typically quarterly) basis while retaining discretion over trading decisions when engaged. What is distinctive for an investment manager in this category is the explicit emphasis on pension consulting and ERISA fiduciary work: the firm offers retirement plan setup and ongoing plan advisory services (including 3(38) investment manager services and fund‑line analysis) with a stated fixed setup fee and blended asset‑based fees thereafter. The brochure also notes the firm was recently formed in 2025 and reported no assets under management as of the stated date, and it provides higher‑complexity consulting offerings (tiered business exit engagements and coordinated plan vendor searches) that go beyond typical pooled‑vehicle management.

To learn more about the advisors currently working at Galleon Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Samuel Brasher	Vineyard, UT	1

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