SourcingSourcing

GIBRALTAR WEALTH MANAGEMENT, LLC

A69
CRD 124128·SEC 801-126154·ABINGTON, PA
AUM
$212.7M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$638K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GIBRALTAR WEALTH MANAGEMENT, LLC
CRD
124128
SEC file #
801-126154
EIN
—
DBA names
—

Economics

AUM
$212.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$137.3M → $212.7M▲ +55%
Client mix
Individuals High Net Worth51
Individuals Other40
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
5 advisors → 5 advisors▬ 0%
Primary office
ABINGTON PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
gibraltarwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BICKLEY, JAMES, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BICKLEY, JAMES, EDWARD
MILLER, WILLIAM, HOWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.437
Web Signal Quality
ok
Wayback Last Material Change
2025-10-10T23:23:32.000Z
Wayback Snapshot Count
108
Wayback Snapshots Last 12mo
7
Wayback First Snapshot
2004-03-24T18:36:54.000Z
Wayback Last Snapshot
2025-11-16T17:48:59.000Z
Rdap Domain
GIBRALTARWEALTH.COM
Rdap Domain Creation Date
2002-11-14T19:15:38Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3201
Soi Zip Pct 200k Plus
0.0768
Soi Zip Returns 200k Plus
660
Soi Zip Total AGI
756,120
Fdic Zip Total Deposits
17,534,663,000
Fdic Zip Branch Count
300
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Citizens Bank of Pennsylvania

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers3
Fdic Zip Branches Raw
Meridian BankAbington, PA
Bank and Trust Company of Old York RoadAbington, PA
Fdic Zip HHI
692.92
Fdic Zip Top Bank Share Pct
13.35
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-11-14T19:15:38Z
Rdap Domain Last Changed
2024-11-15T14:34:55Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,848
Returns1,890
Stub 2
AGI60,454
Returns1,610
Stub 3
AGI82,598
Returns1,340
Soi Zip Total Business Income
21,662
Soi Zip Total Cap Gains
18,876
Soi Zip Total Dividends
10,868
Soi Zip Total Returns
8,590
Top Owner CRD
820632
Trust Company Affiliate
No
Wayback Avg Days Between Changes
123
Wayback Distinct Digest Count
65

People (5)

5
BICKLEY, JAMES, EDWARD
IAR · Direct Owner · 87.5%
820632
MILLER, WILLIAM, HOWARD
IAR · Direct Owner · 17.5%
1050421
DOUGLAS ROWLAND HOPKINS
IAR
1141217
DONNA MATLACK WOYTEK
IAR
1877567
JAMES JORDAN DODDERIDGE
IAR
1023351