Gibraltar Wealth Management, LLC

Gibraltar Wealth Management, LLC (CRD# 124128) is a financial advisory firm headquartered in Jenkintown, PA. They manage $26,768,930 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $259,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Gibraltar Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James E. Bickley
CRD#: 820632
Jenkintown, PA
93
Wealthminder
score

James Bickley (CRD# 820632) is an Investment Advisor Representative working at Gibraltar Wealth Management, LLC in Jenkintown, PA and has over 34 years of experience in the finance industry.

2
Gilbert S. Simons
CRD#: 1089095
200 Gibraltar Road, Suite 120, Horsham, PA 19044
93
Wealthminder
score

Gilbert Simons (CRD# 1089095) is an Investment Advisor Representative working at Gibraltar Wealth Management, LLC in Horsham, PA and has over 33 years of experience in the finance industry.

3
Donna M. Woytek
CRD#: 1877567
200 Gibraltar Road, Suite 325, Horsham, PA 19044
93
Wealthminder
score

Donna Woytek (CRD# 1877567) is an Investment Advisor Representative working at Gibraltar Wealth Management, LLC in Horsham, PA and has over 24 years of experience in the finance industry.

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