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Wealth manager, independent · Fort Wayne, IN

Galecki Financial Management Inc

SEC-registered investment adviser · CRD 107218 · SEC 801-47181

At a glance

Galecki Financial Management Inc is an SEC-registered investment adviser based in Fort Wayne, Indiana, with $929 million in regulatory assets under management as of its Form ADV filed February 2, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 530 individual clients. By Form ADV it is a wealth manager, ranked 1,650th of 8,915 wealth managers and 5,596th of 17,210 SEC-registered advisers by assets.

Main office 260-436-8525galecki.comAs filed on Form ADV

Regulatory AUM
$929M
Rank among wealth managers
#1,650 of 8,915
Rank among all SEC RIAs
#5,596 of 17,210
Rank in Indiana
#40 of 146
Individual clients
530
High-net-worth clients
530
Accounts
2,440
Discretionary
100% of AUM
Employees
15
Advisory staff
6
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Galecki Financial Management Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals530$929M100%

Disciplinary disclosures

Galecki Financial Management Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Periodicals or newsletters

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗galecki.com ↗

AtlasMembers

The full record on Galecki Financial Management Inc

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 3,707 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Galecki Financial Management Inc manage?

Galecki Financial Management Inc reports $929 million in regulatory assets under management across 2,440 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 2, 2026.

What kind of firm is Galecki Financial Management Inc?

Galecki Financial Management Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Galecki Financial Management Inc’s clients?

By assets, its largest client types are high-net-worth individuals ($929 million, 530 clients).

Does Galecki Financial Management Inc have any disciplinary history?

Galecki Financial Management Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Galecki Financial Management Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →