GAN Private Wealth Management LLC

Gan Private Wealth Management LLC provides comprehensive portfolio management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations and business entities. The firm’s advisory service set includes individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and it reports 16 clients and roughly $34.5 million in regulatory assets under management.

The firm describes an investment process that uses both fundamental and technical analysis and employs long- and short-term trading strategies while maintaining individualized portfolios and ongoing monitoring and rebalancing. Accounts are managed on a non-discretionary basis—Gan does not accept discretionary authority and obtains client permission prior to executing transactions—and the brochure states $34,508,504 of assets were managed non-discretionarily as of 12/31/2025.

Noteworthy for a solo independent advisor, the firm discloses a significant non-U.S. component to its client base and has migrated all legacy clients off wrap-fee arrangements into non-wrap services, which is uncommon among peers. The brochure also highlights the firm’s custodial relationships with institutional brokers (Schwab and Interactive Brokers) and the receipt of Schwab institutional support services, which the firm notes as a factor in its operational model.