GANNETT WEALTH ADVISORS
Firm details
- Headquarters
- ,
- CRD number
- 328213
- Registered since
- February 3, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.4%
- Individuals2.1%
- Charitable Organizations1.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Gannett Wealth Advisors is an independent registered investment adviser that manages client portfolios across multiple states and serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management, including services for small businesses and institutions. A notable part of the firm’s model is the selection of third‑party advisers and managers, which it uses to access specialized strategies and alternatives rather than running all capabilities in‑house. Gannett Wealth Advisors charges clients using a combination of percentage‑of‑AUM and fixed fees and does not position itself as an ESG‑focused investor. The firm’s investment approach centers on core public fund exposures supplemented by allocations to non‑traditional asset classes. Public mutual funds and pooled vehicles form the bulk of client portfolios, while the firm also routes capital to outside managers for exposure to real estate, commodities, and digital currency. This mix suggests a pragmatic, multi‑manager implementation: core beta and active managers via mutual funds and separate accounts, with selected external specialists for alternative exposures.
Assets & Accounts
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
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
- Derivatives1%
Contacts
3 of 7Corey Thacker
Relationship ManagerCRD 7324031
Nick Krautscheid
Relationship ManagerCRD 8041965
Malcolm Walton
Wealth AdvisorCRD 6946401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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