A complete list of active advisors currently associated with Gibraltar Wealth Management, LLC
Warmer can help you find a great advisor at Gibraltar Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Gibraltar Wealth Management, 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 |
|---|---|---|
Abington, PA
| 27
| |
Abington, PA
| 41
| |
Abington, PA
| 7
| |
Abington, PA
| 42
| |
Abington, PA
| 40
| |
Abington, PA
| 34
|
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