GASKIN WEALTH MANAGEMENT
Firm details
- Headquarters
- MORAGA, California
- CRD number
- 143536
- Website
- gaskinwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.68%
- HNWI27.28%
- Other10.1%
- Pension & Profit Sharing Plans6.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gaskin Wealth Management is a privately held advisory firm focused on portfolio management for individuals and small businesses. The firm runs largely discretionary mandates and places a clear emphasis on listed equities as the central component of client portfolios. Fee arrangements include a percentage-of-AUM schedule alongside hourly charges for advisory work, indicating a mix of ongoing portfolio management and project-based planning. Investment approach centers on equity exposure delivered through exchange-traded vehicles and separately managed accounts, with a willingness to supplement core equity holdings with income-oriented and alternative strategies. The firm is not positioned as an active ESG investor and operates as a single-state adviser rather than a multi-state platform.
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 Bonds29%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1GREGORY GASKIN
PrincipalCRD 2373533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MORAGA, CA
CONTRA COSTA
Location
MORAGA, CA
Headquartered in MORAGA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 925 Country Club Dr
- Time zone
- PT (UTC-8)
- Office locations
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