GIBRALTAR WEALTH MANAGEMENT, LLC

Overview

Gibraltar Wealth Management, LLC is an independent registered investment advisor operating as a limited liability company. The firm serves both individual and family clients as well as institutional clients, and acts as a capital allocator — combining discretionary portfolio management with hands-on selection of third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly, fixed and performance‑based fee structures. Investment activity skews toward publicly traded equities as the core building block of client portfolios, but the firm also sources private market and alternative exposures. Gibraltar generally emphasizes equity allocations implemented through exchange‑traded instruments and separately managed accounts, while supplementing core holdings with mutual funds and third‑party alternative managers when a client mandate calls for illiquid or niche strategies. The firm is not an active ESG investor and is structured as an independent RIA with individual ownership.

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