GILLESPIE WEALTH MANAGEMENT INC

GILLESPIE WEALTH MANAGEMENT INC is an SEC-registered investment adviser (CRD 167792). Regulatory assets under management: $48.0M.

Registration

• CRD: 167792
• Type: Registered investment adviser
• Phone: 239-600-1777
• Latest filing: 2026-02-19
• Regulatory AUM: $48.0M
• Discretionary AUM: $48.0M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167792 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search