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CALLAHAN WEALTH ADVISORY
CALLAHAN WEALTH ADVISORY, LLC
CRD 316124 · SEC 801-122369
CA, United States
Phone
410-712-6220
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$372.2M
Discretionary AUM
$372.2M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $25.4M |
| High net worth individuals | 100 | $327.6M |
| Charitable organizations | 5 | $19.2M |
States served
CA, MD, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD