GAN Private Wealth Management LLC

RIASEC Registered
Total AUM
$34.5M
Discretionary
$0
0% of AUM
Avg account
$2.2M
Accounts
16
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 15%, Cash & Cash Equivalents 10%75%
  • Exchange Traded Equities75%
  • US Government Bonds15%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Henry Gan

    Managing Member And Chief Compliance OfficerCRD 710730

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth