GASKIN WEALTH MANAGEMENT
GASKIN WEALTH MANAGEMENT of MORAGA, CA is an SEC-registered investment adviser (CRD 143536). Regulatory assets under management: $99.3M.
Registration
- CRD: 143536
- SEC file number: 801-67709
- Type: Registered investment adviser
- Location: 925 COUNTRY CLUB DRIVE, MORAGA, CA, 94556
- Phone: 925-376-7335
- Latest filing: 2026-03-12
- Regulatory AUM: $99.3M
- Discretionary AUM: $89.2M
- Non-discretionary AUM: $10.0M
- Clients: 1
- Accounts: 253
Business model
Compensation: % of AUM, Hourly.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CARTER HENRY WOLFGANG | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| GASKIN GREGORY SHAWN | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
More on this firm