GALBREATH WEALTH MANAGEMENT, LLC
TAMPA, FLORIDA

GALBREATH WEALTH MANAGEMENT, LLC is a Florida-based asset management firm committed to providing comprehensive financial planning services with an emphasis on insurance, investing, retirement, estate planning, and wealth preservation. Established in Tampa in February 2017, the company has been dedicated to fostering financial stability and security for individuals, families, and business owners by identifying and pursuing their financial goals. The founder, Richmond B. Galbreath, who holds a Bachelor of Business Administration with a focus on Finance from the University of Oklahoma (1984), brings over 35 years of experience in finance, having served in various management roles at major global financial services companies. His wealth management firm began operations in Louisiana and later joined LPL Financial—the largest independent broker/dealer in the U.S.—in 2002, ensuring clients benefit from unbiased advice devoid of product pressure. Based entirely on objective financial guidance, GALBREATH WEALTH MANAGEMENT collaborates with LPL Financial to access top-tier resources. This strategic partnership aligns with their mission to deliver high-standard quality and service without selling proprietary investment products or engaging in investment banking activities, thus maintaining advisor neutrality. Located at 13902 N. Dale Mabry Hwy., Suite 106, Tampa, FL, the company supports its clientele through accessible market performance data and financial management education available on their website (galbreathwealthmanagement.com). Regular updates ensure that clients stay informed of pertinent personal finance developments. With a focus on long-term client relationships, GALBREATH WEALTH MANAGEMENT remains committed to navigating changing financial landscapes effectively.

KEY FACTS ABOUT GALBREATH WEALTH MANAGEMENT, LLC

Company name
GALBREATH WEALTH MANAGEMENT, LLC
Status
Active
Filed Number
L17000031352
FEI Number
27-1883679
Date of Incorporation
February 8, 2017
Age - 9 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://galbreathwealthmanagement.com
Phones
(813) 264-2993
(985) 727-6763
(985) 727-6764

GALBREATH WEALTH MANAGEMENT, LLC NEAR ME

Principal Address
13902 N. DALE MABRY HWY.,
SUITE 106,
TAMPA,
FL,
33618

See Also

Officers and Directors

The GALBREATH WEALTH MANAGEMENT, LLC managed by the one person from TAMPA on following positions: Manager

Richmond Bjr. Galbreath

Position
Manager Active
From
TAMPA, FL





Registered Agent is Richmond Bjr. Galbreath

From
TAMPA, 33618

Annual Reports

2025
January 17, 2025
2024
February 9, 2024