RIA Intel›Advisers›Florida›GILLESPIE WEALTH MANAGEMENT INC

GILLESPIE WEALTH MANAGEMENT INC

Advisory

FL

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in FL

#1,641

of 2,610 advisers by AUM

Average account

$578K

across 83 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

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

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$48M

SWAN INVESTMENT STRATEGIES, LLC

$48M

APIS WEALTH, LLC

$48M

BRIGHTPATH FINANCIAL, INC.

$48M

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