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| Gibraltar Wealth Management LLC
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|---|---|
| CRD # | 124128 |
| SEC # | 801-126154 |
| CIK # | |
| AUM | 212.7 M (2026-03-27) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 215-956-5154 |
| Address | 1117 Old York Road Abington, PA 19001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | First Princeton Partners II LP | [2026-03-27] | 4.3 M | 4.3 M |
| Filed 2025-11-17 (D) · Exemption 506(c) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 23.0 |
| (b) Individuals (high net worth individuals) | 51 | 183.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 4.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 241 | 212.7 |
| By Discretionary | ||
| Discretionary | 76 | 49.3 |
| Non-Discretionary | 165 | 163.3 |
| Total | 241 | 212.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.7 | |
| Total | 241 | 212.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Miller | Executive Officer | 165 | 4 | |
| James Bickley | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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