Gaun Wealth Management Ltd. operates strictly as a referral service, connecting individuals and entities with other registered investment advisors. Gaun Wealth Management does not provide investment management, portfolio supervision, financial planning, or tax preparation services. Instead, the firm introduces clients to external investment professionals and receives a referral fee paid directly by the referred advisor, at no extra cost to the client. While the owners are affiliated with an accounting firm, Gaun Wealth Management itself does not offer accounting, legal, or insurance services.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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