DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gibraltar Wealth Management, LLC
Latest filing Mar 27, 2026
First filing on the tape Jun 22, 2022 · 8 filings
SEC status approved since Jul 22, 2022
RAUM
$213M
reported, Item 5.F
Discretionary
23%
of RAUM
Private clients
97%
$207M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$35.4M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$213M as of Mar 27, 2026
Mar 30, 2023$127M then
HNW client RAUM$184M as of Mar 27, 2026
Mar 30, 2023$112M then
State-registered IARs (5.B.3)5 as of Mar 27, 2026
Mar 30, 20235 then
Employees (5.A)5 as of Mar 27, 2026
Mar 30, 20236 then
Private funds: 1
RAUM +20% over the last fiscal year+19% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $35.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 15derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $882,388derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 23%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.2%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, otherreportedItem 5.G
- Custody
- $27.6M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$184M86%
- Individuals$23.0M11%
- Pooled investment vehicles$4.3M2.0%
- Corporations and businesses$1.4M0.7%
- Individual clients
- 40reported
- HNW clients
- 51reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 241reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $27.6M for 2 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.97 fund_share=0.02 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Edward Bickley | Abington, Pa | Mar 17, 2003 | 43 y | 1 |
| Donna Matlack Woytek | Horsham, Pa | Mar 17, 2003 | 34 y | 1 |
| William Howard Miller | Abington, Pa | Apr 10, 2018 | 44 y | 3 |
| Douglas Rowland Hopkins | Abington, Pa | Dec 7, 2020 | 43 y | 1 |
| James Jordan Dodderidge | Abington, Pa | Oct 28, 2021 | 44 y | 4 |
| Colton Inglis GrowneyChartered Financial Analyst | Abington, Pa | Aug 12, 2026 | 10 y | 5 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 17% of current headcount2 left over 36 months
Left, latest
- Jaclyn M Kane to LPL Financial LLCSep 30, 2025 · RIA to affiliated broker-dealer or bank
- Ryan James Mccormick to Byrne Financial Freedom, LLCApr 10, 2024 · RIA to RIA
- Todd Sterling Wright to Nationwide Investment Advisors, LLCOct 16, 2007 · Other
Joined, latest
- Colton Inglis Growney from Costello Asset Management, Inc.Aug 12, 2026 · RIA to RIA
- Jaclyn M Kane from WellfullMar 24, 2025 · RIA to RIA
- James Jordan Dodderidge from Cresap, Inc.Oct 28, 2021 · RIA to RIA
- Douglas Rowland Hopkins from Coordinated Capital Securities, Inc.Dec 7, 2020 · Other
- William Howard Miller from Krpg Advisors, LLCApr 10, 2018 · Other
- Todd Sterling Wright from Bi Investments, LLCNov 10, 2006 · Other
- James Edward Bickley from Trident Advisors IncMar 17, 2003 · RIA to RIA
- Donna Matlack Woytek from Trident Advisors IncMar 17, 2003 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward James Bickley · President And Chief Compliance Officercontrolsince 10/2002 · owns 75% or more
- Howard William Miller · Membersince 04/2018 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Abington, Pa · principal | 6 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 27, 2026advises private funds (Item 7.B): no on the filing of 2025-07-24, yes on the filing of 2026-03-27peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 208 to 241Jul 24, 2025 to Mar 27, 2026
- Advisory employees · 4 to 5Jul 24, 2025 to Mar 27, 2026
- HNW clients · 53 to 51Jul 24, 2025 to Mar 27, 2026
- Individual clients · 36 to 40Jul 24, 2025 to Mar 27, 2026
- Assets in custody · $23.8M to $27.6MJul 24, 2025 to Mar 27, 2026
- Private funds · unset to 1Jul 24, 2025 to Mar 27, 2026
- Discretionary RAUM · $39.0M to $49.3MJul 24, 2025 to Mar 27, 2026
- HNW RAUM · $157M to $184MJul 24, 2025 to Mar 27, 2026
- Individual RAUM · $16.1M to $23.0MJul 24, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $138M to $163MJul 24, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.3M to $4.3MJul 24, 2025 to Mar 27, 2026
- RAUM · $177M to $213MJul 24, 2025 to Mar 27, 2026
- Assets in custody · unset to 23765000.0Mar 28, 2025 to Jul 24, 2025
- Custody of client assets · false to trueMar 28, 2025 to Jul 24, 2025
- Financial planning clients · 1-10 to 1-10Mar 28, 2025 to Jul 24, 2025
- Accounts · 211 to 208Mar 27, 2024 to Mar 28, 2025
- Advisory employees · 5 to 4Mar 27, 2024 to Mar 28, 2025
- HNW clients · 52 to 53Mar 27, 2024 to Mar 28, 2025
- Individual clients · 34 to 36Mar 27, 2024 to Mar 28, 2025
- Employees · 6 to 5Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $26.9M to $39.0MMar 27, 2024 to Mar 28, 2025
- HNW RAUM · $133M to $157MMar 27, 2024 to Mar 28, 2025
- Individual RAUM · $14.0M to $16.1MMar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $123M to $138MMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.1M to $1.3MMar 27, 2024 to Mar 28, 2025
- RAUM · $150M to $177MMar 27, 2024 to Mar 28, 2025
- Accounts · 200 to 211Apr 3, 2023 to Mar 27, 2024
- HNW clients · 50 to 52Apr 3, 2023 to Mar 27, 2024
- Discretionary RAUM · $16.6M to $26.9MApr 3, 2023 to Mar 27, 2024
- HNW RAUM · $112M to $133MApr 3, 2023 to Mar 27, 2024
- Individual RAUM · $11.9M to $14.0MApr 3, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $111M to $123MApr 3, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $994,538 to $1.1MApr 3, 2023 to Mar 27, 2024
- RAUM · $127M to $150MApr 3, 2023 to Mar 27, 2024
- Accounts · 210 to 200Aug 16, 2022 to Mar 30, 2023
- HNW clients · 39 to 50Aug 16, 2022 to Mar 30, 2023
- Individual clients · 37 to 34Aug 16, 2022 to Mar 30, 2023
- Pooled vehicle clients · unset to 1.0Aug 16, 2022 to Mar 30, 2023
- Employees · 7 to 6Aug 16, 2022 to Mar 30, 2023
- Discretionary RAUM · $21.6M to $16.6MAug 16, 2022 to Mar 30, 2023
Signals
3 dated events
- Jaclyn M Kane left Gibraltar Wealth Management, Llc for Lpl Financial Llc (registered 2025-10-09)Sep 30, 2025 · Advisor changed firm · fact
- Ryan James Mccormick left Gibraltar Wealth Management, Llc for Byrne Financial Freedom, Llc (registered 2024-04-19)Apr 10, 2024 · Advisor changed firm · fact
- Gibraltar Wealth Management, Llc filed its initial SEC registration (Form ADV)Jun 22, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 215-576-0836reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 215-956-5154reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- GIBRALTARWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 215-956-5154reportedpublic record, Form ADV, Mar 27, 2026
- Contact form
- GIBRALTARWEALTH.COM/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $35.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026