GALLATIN WEALTH MANAGEMENT LLC

Overview

Gallatin Wealth Management LLC is an independent, privately owned registered investment adviser that manages concentrated, discretionary portfolios for a small base of individual and family clients. The firm operates as a capital allocator: it builds core exposures in exchange-traded equities and mutual funds while selectively allocating to third‑party managers for private markets. Its advisory activities center on portfolio management for individuals and small businesses and on selecting sub‑advisers or external managers when specialized expertise is required. Fee arrangements include percentage‑of‑AUM as well as fixed and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices