GAN Private Wealth Management LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 282725
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.89%
- Individuals11.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GAN Private Wealth Management LLC is a small, privately owned advisory firm organized as an LLC that provides portfolio management services to individual and family clients and to small businesses. The firm charges fees as a percentage of assets under management and, according to its filings, operates primarily on a non‑discretionary basis. The firm does not identify itself as an active ESG investor, is not a multi‑state adviser, and is not positioned as a capital allocator or pension consultant. The record does not specify the year the firm registered with the SEC.
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 Equities75%
- US Government Bonds15%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Henry Gan
Managing Member And Chief Compliance OfficerCRD 710730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 633 W 5th St
- Time zone
- PT (UTC-8)
- Office locations
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