Galleria Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$220,471,865
Clients
132
Advisors
2
of 2 employees
About
Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized investment advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages $239,203,268 in client assets for roughly 140 clients and operates with a two-advisor team.
GFA delivers advice through client consultations and written evaluations—including risk-profile assessments and asset-allocation recommendations—and typically implements strategic, globally diversified portfolios using passive index and exchange-traded funds along with select active managers. Accounts are managed on a non-discretionary basis, so clients retain final trade authority and GFA places trades only with client authorization, with periodic reviews and monitoring provided.
Compared with many peers, GFA’s practice is notable for managing all assets on a non-discretionary basis while maintaining an affiliation with an accounting firm, sharing office space and systems and disclosing overlapping ownership interests and other outside-business relationships. The firm documents conflict-management measures (client disclosures, limitations on recommending affiliated services, and restrictions on staff participation in private offerings) and generally requires a $1,000,000 account minimum, subject to waiver.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual fee, negotiable Fee-only: Strictly fee-only investment management; no commissions or product sales
Main office
3300 Riverwood Parkway, Suite 700
Atlanta GA 30339
Advisors at this office
2
Most active in
Florida · Georgia · Louisiana · South Carolina · Tennessee · Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Advisors at this firm
Gary W
Series 65
Atlanta, GA
Galleria Financial Advisors, LLC
Gary Weld is a Series 65-licensed financial advisor with 21 years of industry experience, currently serving at Galleria Financial Advisors, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Mr. Weld holds passive, minority ownership interests in several private companies without active involvement during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages approximately $239 million in client assets, focusing on non-discretionary, globally diversified portfolios using passive index funds, ETFs, and select active managers.
Jeffrey E
PFS™
Atlanta, GA
Galleria Financial Advisors, LLC
Jeffrey Eischeid is a PFS™ credentialed financial advisor with 17 years of industry experience. He is a partner at Bennett Thrasher LLP, a public accounting firm, and has been with Galleria Financial Advisors, LLC since 2010. Outside of his advisory role, he is a certified public accountant and holds ownership interests in several private companies, though he does not devote time to these businesses during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm serving individuals, trusts, estates, and charitable organizations. The firm manages client assets through non-discretionary, globally diversified portfolios that combine passive index funds, ETFs, and select active managers, with client authorization required for all trades.
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