SEC Form ADV

CALLAHAN WEALTH ADVISORY

Firm profile: Callahan Wealth Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$372.2M
Assets Under Management
867
Total Clients
4
Employees
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Registration Details

Accession
CRD-316124
Filing Date
March 12, 2026
AUM
$372.2M
Total Clients
867
Institutional Clients
5
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

CALLAHAN WEALTH ADVISORY is a registered investment adviser, managing approximately $372.2M in assets across 867 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.