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GASKIN WEALTH MANAGEMENT
GASKIN WEALTH MANAGEMENT, LLC
CRD 143536 · SEC 801-67709
925 COUNTRY CLUB DRIVE, MORAGA, CA, 94556, United States
Phone
925-376-7335
Fax
925-888-8525
Registration
— (—)
Source
State registered
Total AUM
$99.3M
Discretionary AUM
$89.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $55.3M |
| High net worth individuals | 18 | $27.1M |
| Pension/profit sharing plans | 6 | $6.9M |
All web addresses on file
Official SEC filing: View on IAPD