Gaughan & Connealy Wealth Management, LLC

Overview

Gaughan & Connealy Wealth Management, LLC operates as a privately held limited liability company serving individual and family clients. The firm is organized under individual ownership and is recorded as a capital allocator that outsources some investment functions rather than running all strategies in-house. Its stated advisory activity centers on selecting other advisers, which suggests the firm screens and hires third-party managers for client portfolios rather than acting as the sole portfolio manager. Regulatory and operational attributes on file show the firm is not a multi-state adviser, is not flagged as an active ESG investor, and is not newly formed. The firm's fee arrangement is listed under a nonstandard category. FINTRX notes an industry affiliation with a law firm, which may reflect either an ownership/partner relationship or a close professional linkage in serving clients with legal and wealth-planning needs.

Assets & Accounts

Investments & Alternatives