Donna
Woytek
Gibraltar Wealth Management, LLC
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About this Advisor
Donna Woytek is a financial advisor operating out of Horsham, Pennsylvania who has 20 years of industry experience. Woytek is currently employed by Gibraltar Wealth Management, LLC. Throughout their career, Woytek has worked at Cresap, Inc and Gibraltar Wealth Management, LLC. Woytek holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Gibraltar Wealth Management, LLC is an advisory company operating out of Abington, PA. It has $127 million in total assets among its 200 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 200 client accounts, 59% belong to high-net-worth clients who have at least $1 million in assets. Gibraltar Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services usually depend on which service is offered. However, fee types billed by Gibraltar Wealth Management, LLC can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gibraltar Wealth Management, LLC Brokerage Details
$127,247,821
6
200
$636,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Donna Woytek Work History
Donna has been registered as a financial advisor for 20 years.*
Gibraltar Wealth Management, LLC
Cresap, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donna Woytek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gibraltar Wealth Management, LLC
Abington, PA
Abington, PA
Horsham, PA
Abington, PA
Abington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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