Callahan Wealth Advisory

Callahan Wealth Advisory (CRD# 316124) is a financial advisory firm headquartered in Orlando, FL. They manage $268,189,100 in 735 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details

10151 University Blvd, Ste 195, Orlando, FL 32817

https://www.callahanwealthadvisory.com/

By the Numbers

Total Assets Under Management

268

MILLION
Total Number of Accounts

735

ACCOUNTS
Average Account Value

$364,883

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NH, PA, TX, VA

Financial Advisors at Callahan Wealth Advisory

Showing 1 - 2 of 2 top financial advisors.

Colin M. Callahan

CRD#: 2179305

Orlando, FL

Colin Callahan (CRD# 2179305) is an Investment Advisor Representative working at Callahan Wealth Advisory in Orlando, FL and has over 32 years of experience in the finance industry.

Natalia B. Callahan

CRD#: 5827322

Orlando, FL

Natalia Callahan (CRD# 5827322) is an Investment Advisor Representative working at Callahan Wealth Advisory in Orlando, FL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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