Sign in Sign up for free

Gaskin Wealth Management, LLC (Danville)


Gaskin Wealth Management, LLC is an adviser based in Danville. It manages $45 million of regulatory assets for 197 client accounts. It has been registered with the SEC as an adviser since 2007.

Gaskin Wealth Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gaskin Wealth Management: assets under management

The assets under management (AUM) of Gaskin Wealth Management, LLC is $45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gaskin Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Danville

The principal office where Gaskin Wealth Management, LLC performs its advisory services is located at 318 Diablo Road, Ste. 230, Danville, CA 94526 3443, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-837-0955 or by fax 925-837-0922. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


Registered investment advisers similar to Gaskin Wealth Management, LLC