GAYLORD WEALTH MANAGEMENT, LLC

Overview

Gaylord Wealth Management, LLC is a small, privately owned advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements, and it operates primarily through discretionary mandates. Investment activity is focused on pooled public vehicles — mutual funds and other public funds — as the primary building blocks of client portfolios, supplemented by corporate fixed income. The firm reports no active ESG investing program and is not positioned as a pension consultant or multi-state advisory network. Given the firm’s size and reported business model, alternative exposures are sourced through third‑party managers rather than direct sponsor roles. That implies Gaylord Wealth Management structures client portfolios around diversified mutual‑fund sleeves and external alternative fund managers when clients' objectives call for hedge fund, real estate or private credit exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices