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, LLC provides financial counseling, investment management and wealth management to individuals, retirement plans, trusts, estates, corporations, and private investment funds. As of December 31, 2025 the firm reported $212.7 million in regulatory assets under management—$163.3 million managed on a non‑discretionary basis and $49.3 million on a discretionary basis—and advises on an additional $100.5 million, bringing total assets under management/advisement to about $313.2 million.
The firm positions a deliberately limited service set to focus on client needs, combining planning and consulting work with portfolio implementation through direct management or recommended independent managers; it also offers specialized services such as a Relative Strength advisory for retirement plan menus, an interactive advisory program for active investors, and ERISA fiduciary support. GWM generally conducts account reviews at least quarterly, accommodates client‑imposed restrictions, and may act on either a discretionary or non‑discretionary basis depending on the engagement.
What is distinctive relative to many team firms is that the majority of GWM’s reported AUM is managed non‑discretely and the firm both serves as investment manager to a pooled private vehicle (First Princeton Partners II, LP) and accepts performance‑based fee arrangements for qualified or accredited investors. Those features—serving as a pooled vehicle sponsor/sub‑adviser and using performance fees in addition to more typical asset‑based arrangements—are uncommon among peers in this category.
Client services
Expertise
Fee options
Fixed fees ranging between $1,200 and $60,000 for investment management and wealth management services.
0.25% to 1.50% annually (investment and wealth management fee varies depending on assets and services)
Certain supervised persons may offer insurance products on a commission basis under separate individual arrangements.
Hourly fees ranging from $150 to $350 for consulting services.
Performance-based fees available under separate agreements for qualified clients and pooled investment vehicle: private fund charges 2.00% (Class A) or 1.00% (Class B) annual management fees plus 10% incentive allocation above hurdle rate on Class B partners.
Account minimum: $250,000 minimum initial investment for the pooled investment vehicle (subject to GP discretion); no clear minimum for other client types but minimum annual fee of $1,200 may effectively require approximately $80,000 AUM; Relative Strength advisory fee minimum annual fee is $500; minimum fees may be waived. Minimum fee: Minimum annual fee of $1,200, which may be waived at discretion; Relative Strength advisory minimum fee $500 annually. Fee-only: Financial consulting and investment consulting services fixed fees $3,000 to $18,000; hourly fees from $150 to $350.
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:
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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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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.
Advisors at this firm
James B
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
James Bickley is a financial advisor at Gibraltar Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in roles including auctioneer for the State of Pennsylvania. Bickley has been associated with Gibraltar Wealth Management since 2002 and with several other firms and entities over his career. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages over $310 million in assets and offers a focused range of services including planning, consulting, portfolio management, and specialized advisory programs.
William M
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
William Miller is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at KRPG Advisors, LLC, H. Beck, Inc., and Brinker Capital Inc. He has also provided ERISA 3(21) and 3(38) investment advisory services through KRPG Advisors. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm combines planning and consulting with portfolio implementation, offering specialized services like Relative Strength advisory for retirement plans and ERISA fiduciary support, and manages approximately $313 million in assets under management and advisement.
James D
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
James Dodderidge is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Oppenheimer, Janney Montgomery Scott, Parker/Hunter Incorporated, and Cresap Inc. Outside of his advisory work, he has been affiliated with L.L. Bean since 2016. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to a diverse client base including individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages a significant portion of its assets on a non-discretionary basis and offers specialized services such as Relative Strength advisory and ERISA fiduciary support.
Douglas H
Series 63, Series 66
Abington, PA
Gibraltar Wealth Management, LLC
Douglas Hopkins is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at Coordinated Capital Securities, Inc. for 31 years and has been associated with VGI since 1982. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages and advises on over $313 million in assets, offering a focused range of services including portfolio implementation, specialized advisory programs, and ERISA fiduciary support, with a distinctive emphasis on non-discretionary asset management and performance-based fee arrangements.
Donna W
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
Donna Woytek is a financial advisor at Gibraltar Wealth Management, LLC with 34 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Gibraltar Wealth Management since 2002. She also has a longstanding association with Cresap, Inc. since 1999. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages a combination of discretionary and non-discretionary assets and offers specialized services including Relative Strength advisory programs and ERISA fiduciary support.
Colton G
CFA®, Series 66
Abington, PA
Gibraltar Wealth Management, LLC
Colton Growney is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with Gibraltar Wealth Management, LLC and has previously worked at firms including Costello Asset Management Inc, The Colony Group, LLC, and Hotaling Investment Management, LLC. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $213 million in assets and advises on an additional $100 million, offering a focused service model that includes specialized programs such as Relative Strength advisory and ERISA fiduciary support.
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