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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GIBRALTAR WEALTH MANAGEMENT, LLC

CRD 124128

ABINGTON, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:efcb4476-5381-83ac-acde-ea890ba121f8

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Jun 22, 2022 to Mar 27, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.02 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $213MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $49.3M
Private client RAUM: $207MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $35.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 241
Individual clients: 40
High net worth clients: 51
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $27.6M
SEC number: 801-126154
CRD: 124128
Filings on the tape: 8
First filed: Jun 22, 2022
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, PA
Website: gibraltarwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONNA MATLACK WOYTEK	n/a	HORSHAM, PA \| ABINGTON, PA	23	34	1	no
JAMES EDWARD BICKLEY	n/a	ABINGTON, PA	23	43	1	no
WILLIAM HOWARD MILLER	n/a	ABINGTON, PA	8	44	3	no
DOUGLAS ROWLAND HOPKINS	n/a	ABINGTON, PA	5	43	1	no
JAMES JORDAN DODDERIDGE	n/a	ABINGTON, PA	4	44	4	no
Colton Inglis Growney	Chartered Financial Analyst	ABINGTON, PA	0	10	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BICKLEY, JAMES, EDWARD	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	10/2002	Jun 22, 2022	Mar 27, 2024
MILLER, WILLIAM, HOWARD	Member	B	no	04/2018	Jun 22, 2022	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$213M	$49.3M	5	5	1	n/a
2024	Mar 28, 2025	$177M	$39.0M	5	4	n/a	n/a
2023	Mar 27, 2024	$150M	$26.9M	6	5	n/a	n/a
2022	Mar 30, 2023	$127M	$16.6M	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	16.7%	1	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$213M	$177M	20.5%	$127M	18.7%	5	5	0	0

Relationships

Registered with (9)

← Colton Inglis GrowneyAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← JAMES JORDAN DODDERIDGEAdvisorregistration: current employment
Oct 28, 2021 to presentfactForm ADV
← DOUGLAS ROWLAND HOPKINSAdvisorregistration: current employment
Dec 7, 2020 to presentfactForm ADV
← WILLIAM HOWARD MILLERAdvisorregistration: current employment
Apr 10, 2018 to presentfactForm ADV
← DONNA MATLACK WOYTEKAdvisorregistration: current employment
Mar 17, 2003 to presentfactForm ADV
← JAMES EDWARD BICKLEYAdvisorregistration: current employment
Mar 17, 2003 to presentfactForm ADV
← Jaclyn M KaneAdvisorregistration: previous registration
Mar 24, 2025 to Sep 30, 2025factForm ADV
← Ryan James McCormickAdvisorregistration: previous registration
Oct 5, 2023 to Apr 10, 2024factForm ADV
← TODD STERLING WRIGHTAdvisorregistration: previous registration
Nov 10, 2006 to Oct 16, 2007factForm ADV

Owns (1)

← MILLER, WILLIAM, HOWARDOwnerMEMBER, ownership code B, individual
Jun 22, 2022 to Mar 27, 2024factForm ADV

Controls (1)

← BICKLEY, JAMES, EDWARDOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 22, 2022 to Mar 27, 2024factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Jaclyn M Kane left Gibraltar Wealth Management, Llc for Lpl Financial Llc (registered 2025-10-09)
Form ADVobserved 4 days ago
Occurred
Apr 10, 2024
Advisor changed firm
Ryan James Mccormick left Gibraltar Wealth Management, Llc for Byrne Financial Freedom, Llc (registered 2024-04-19)
Form ADVobserved 4 days ago
Occurred
Jun 22, 2022
First Form ADV filing
Gibraltar Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efcb4476-5381-83ac-acde-ea890ba121f8
First observed: Jun 22, 2022
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GIBRALTAR WEALTH MANAGEMENT, LLC

CRD 124128

ABINGTON, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:efcb4476-5381-83ac-acde-ea890ba121f8

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONNA MATLACK WOYTEK

n/a

HORSHAM, PA | ABINGTON, PA

JAMES EDWARD BICKLEY

n/a

ABINGTON, PA

WILLIAM HOWARD MILLER

n/a

ABINGTON, PA

DOUGLAS ROWLAND HOPKINS

n/a

ABINGTON, PA

JAMES JORDAN DODDERIDGE

n/a

ABINGTON, PA

Colton Inglis Growney

Chartered Financial Analyst

ABINGTON, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BICKLEY, JAMES, EDWARD

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

10/2002

Jun 22, 2022

Mar 27, 2024

MILLER, WILLIAM, HOWARD

Member

04/2018

Jun 22, 2022

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$213M

$49.3M

n/a

2024

Mar 28, 2025

$177M

$39.0M

n/a

2023

Mar 27, 2024

$150M

$26.9M

n/a

2022

Mar 30, 2023

$127M

$16.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$213M

$177M

20.5%

$127M

18.7%