GAGNI WEALTH MANAGEMENT LLC

GAGNI WEALTH MANAGEMENT LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 169527). Regulatory assets under management: $59.8M.

Registration

• CRD: 169527
• Type: Registered investment adviser
• Location: 17806 IH 10 STE. 300, SAN ANTONIO, TX, 78257
• Phone: 361-563-9217
• Latest filing: 2026-03-31
• Regulatory AUM: $59.8M
• Discretionary AUM: $59.8M
• Clients: 3
• Accounts: 274

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169527 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search