Gallugi Wealth Management, LLC
Firm details
- Headquarters
- North Reading, Massachusetts
- CRD number
- 172748
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.63%
- Individuals43.03%
- Corporations / Businesses2.89%
- Charitable Organizations1.45%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gallugi Wealth Management, LLC is a small, privately owned advisory firm that manages portfolios for individual and family clients, including some small-business relationships. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than institutional or pension consulting work. It does not market itself as an ESG-focused manager and operates under a single-state structure rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds30%
- Cash & Cash Equivalents2%
Contacts
2 of 2Abigail Lowell
AdvisorCRD 6591765
Michael Gallugi
Registered Principal and Investment Advisor RepresentativeCRD 2673052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Reading, MA
Middlesex
Location
North Reading, MA
Headquartered in North Reading, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 352 Park St
- Time zone
- ET (UTC-5)
- Office locations
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