CALLAHAN WEALTH ADVISORY, LLC is an SEC-registered investment adviser (CRD 316124). Regulatory assets under management: $372.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Natalia B Callahan | MANAGING PARTNER | — |
| Colin Michael Callahan | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | — |
| CALLAHAN DONALD MICHAEL | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | — |
| CALLAHAN NATALIA B | MANAGING PARTNER | — |