Gibraltar Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,906,322
Clients
91
Advisors
6
of 6 employees
About
Gibraltar Wealth Management advises individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, corporations and private investment funds, providing financial counseling and consulting, investment management, wealth management, sub‑advisory services and a retirement‑plan Relative Strength advisory service. The firm offers both ongoing discretionary and non‑discretionary portfolio services and also provides an “Inter‑Active” program for clients who want more collaborative, education‑focused support.
The firm emphasizes a limited, tailored service offering intended to focus on clients’ accumulation and preservation goals, employing a mix of model provider implementations, proprietary asset allocation and individual security selection. GWM routinely allocates client assets among independent managers and uses a multi‑asset class framework that can include ETFs, mutual funds, individual securities and, for accredited investors, illiquid alternative investments accessed via private partnerships.
What distinguishes Gibraltar from many peers is its role as investment manager to a pooled investment vehicle (First Princeton Partners II, LP) and its use of performance‑based fee arrangements for certain pooled and separate accounts — arrangements the adviser makes available only to qualified or accredited investors. The firm also reports a material portion of assets managed on a non‑discretionary basis ($49.3 million as of December 31, 2025) and supplements traditional portfolio management with plan‑menu consulting and a more interactive advisory offering.
Client services
Expertise
Occupation focus
Fee options
Fixed fees generally range from $3,000 to $18,000 for financial counseling and consulting services; investment management fixed fees range from $1,200 to $60,000 annually
$0+: 0.25% to 1.50% annually (Investment Management and Wealth Management fee varies by asset size and service type) $0+: 0.50% to 1.25% annually (Relative Strength Investment Advisory fees, negotiable) $0+: 0.40% to 0.75% annually (Inter-Active Advisory Services)
Certain supervised persons may offer insurance products under commission arrangements in their individual capacity
Hourly fees generally range from $150 to $350 depending on service and professional
Performance-based fees available for certain clients, including pooled investment vehicle clients and separate account clients; private fund charges 2.00% (Class A) or 1.00% (Class B) management fees plus 10% performance fee over hurdle rate
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,200 which may be waived at firm's discretion; minimum annual fee of $500 for Relative Strength investment advisory services Fee-only: Fixed fees range between $1,200 and $60,000 annually; hourly fees range from $150 to $350 per hour; financial counseling and consulting fees negotiable
Main office
1117 Old York Road
Abington PA 19001
Advisors at this office
6
Most active in
Pennsylvania · Texas
Also doing business as
Castle Investment Consulting · Gibraltar 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")