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| Gerstemeier Financial Group LLC
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|---|---|
| CRD # | 127052 |
| SEC # | 801-124711 |
| CIK # | |
| AUM | 143.0 M (2026-03-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 630-420-6601 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 15.5 |
| (b) Individuals (high net worth individuals) | 43 | 125.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 143.0 |
| By Discretionary | ||
| Discretionary | 229 | 143.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 229 | 143.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.0 | |
| Total | 229 | 143.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
PA | 143.3 M |
|
Martinsen Wealth Management LLC
✚
|
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|
Granite State Retirement Planning Inc
✚
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NH | 143.2 M |
|
Forest Capital Operating Company LLC
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|
PCG Asset Management LLC
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NJ | 143.1 M |
|
S R Schill & Associates Inc
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|
Verus Wealth Management LLC
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WI | 143.1 M |
|
TCM Advisors LLC
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|
142.9 M | |
|
Appian Way Financial LLC
✚
|
CA | 142.9 M |
|
Ultra Advisory Group LLC
✚
|
CA | 142.6 M |