RIA Intel›Advisers›Massachusetts›GALLUGI WEALTH MANAGEMENT, LLC

GALLUGI WEALTH MANAGEMENT, LLC

Advisory

NORTH READING, MA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in MA
#1,064
of 1,590 advisers by AUM
Average account
$402K
across 189 accounts
AUM per adviser
$38M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM
$76M
Discretionary %
100%
Clients
117
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients117
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, NH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

HENDERSON CAPITAL MANAGEMENT, LLC
NEWTON, MA
$76M
-13.6% 1Y
IMPACT ADVISORS GROUP LLC
$76M
BALTER CAPITAL MANAGEMENT, LLC
BOSTON, MA
$75M
+314.6% 1Y
BON INVESTMENTS, LLC
$75M
CAVACCO, ALFRED, LEO
PLYMOUTH, MA
$77M
ANDESITE MANAGEMENT COMPANY, L.P.
BOSTON, MA
$74M
+8.4% 1Y

Get the full picture on GALLUGI WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GALLUGI WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans