CALLAHAN WEALTH ADVISORY, LLC
Doing business as CALLAHAN WEALTH ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$372,154,200
Discretionary
$372,154,200
Non-discretionary
$0
Firm details
- CRD number
- 316124
- SEC file number
- 801-122369
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.