MG
MG

Marc G Gagni

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
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Location

17806 Ih 10 Ste. 300, San Antonio, TX, 78257

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Marc is a licensed insurance agent, spending about 10% of his time on insurance sales and implementation of insurance recommendations. He also owns Gagni Ventures Management Company LLC and spends minimal time managing an LP and reviewing potential private investments. Marc is also an Investment Advisor Representative for Gagni Wealth Management LLC and Maridea Wealth Management LLC.

Employment History
Current Registrations
Maridea Wealth Management
August 2024 - Present · 1 yr 6 mos
Gagni Wealth Management LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Spc
February 2013 - December 2013 · 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.