Transparency
Disclosures
Galleon Wealth Advisors LLC is a fee-only Registered Investment Adviser registered in the State of Utah (CRD #337893).
Galleon Wealth Advisors LLC is a Registered Investment Adviser registered in the State of Utah (CRD #337893). Advisory services are only offered to clients or prospective clients where Galleon Wealth Advisors LLC and its representatives are properly licensed or exempt from licensure. Registration does not imply a certain level of skill or training.
This material is for educational purposes only and is not individualized legal, tax, or investment advice; consult a qualified professional about your specific situation. Past performance is no guarantee of future results. No investment strategy can guarantee a profit or protect against loss. Investing involves risk of loss.
References to specific airlines, retirement plans, or third-party administrators are for identification and educational purposes only and do not imply any affiliation, sponsorship, or endorsement. Galleon Wealth Advisors is independent and is not affiliated with, sponsored by, or endorsed by any airline or plan administrator.
Documents & filings
- Form ADV — Investment Adviser Public Disclosure (IAPD) ↗
- Firm Disclosures (PDF)
- Privacy Policy (PDF)
Additional disclosures and the firm's Form ADV are available at adviserinfo.sec.gov/firm/summary/337893.