Michael William Gallagher
Investment adviser representative at Pecaut Wealth Management
11 yearsExperience
3 statesRegistered in
CFADesignation
$381.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pecaut Wealth ManagementApr 2021 to now
- Pecaut & CoApr 2021 to now
- The Partners GroupMar 2015 to Apr 2021
- Tpg Financial Advisors, LLCMar 2015 to Apr 2021
- Geneos Wealth Management, Inc.Mar 2015 to May 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 3 states (IA, OR, TX).
Pecaut Wealth Management
Legal name: Pecaut & Co.
$381.8MAssets managed
231Clients
3Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5214525
- Firm CRD
- 2997