Gama Wealth Management, LLC

Overview

Gama Wealth Management, LLC is a small, fee-based registered investment adviser organized as an LLC that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and reports a clear tilt toward fixed-income strategies, with municipal and other state and local bonds forming the largest single asset class in client portfolios. The adviser is structured as an individually owned practice rather than a multi-state or multi-entity advisory network, and it does not position itself as a capital allocator to external managers. Gama Wealth Management does not identify as an active ESG investor. Its advisory activities center on customized portfolio management rather than pension consulting or broad institutional mandates. The firm’s custody relationships and asset mix suggest a mix of separately managed accounts for fixed income combined with pooled vehicles for other allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices