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Adam Daniel Gallegos

FIG WEALTH, LLC·LAFAYETTE, California
Clean recordFIG WEALTH, LLC
3466 MT. DIABLO BLVD., LAFAYETTE, CA 94549CRD# 4444399Firm CRD# 318369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Daniel Gallegos · LAFAYETTE, CA
Registration
CRD #4444399 · FIG WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam Daniel Gallegos is a registered financial advisor based in LAFAYETTE, California, affiliated with FIG WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FIG WEALTH, LLC
THE FOUNDATION INVESTMENT GROUP
AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FIG WEALTH, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4444399
Firm CRD# 318369
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Daniel Gallegos offer?
Adam Daniel Gallegos specializes in Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.
What are Adam Daniel Gallegos's credentials?
Adam Daniel Gallegos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Daniel Gallegos located?
Adam Daniel Gallegos is based in LAFAYETTE, California, working with FIG WEALTH, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Adam Daniel Gallegos charge for services?
Adam Daniel Gallegos's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIG WEALTH, LLC?
FIG WEALTH, LLC has approximately 6 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael David Gonzales
LAFAYETTE, CA

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Research
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