|
⚲
|
| Gevers Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 340092 |
| SEC # | 801-135189 |
| CIK # | |
| AUM | $223.7 M (2026-06-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 425-902-4840 |
| Address | 5825 221st Place SE Issaquah, WA 98027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 35.7 |
| (b) Individuals (high net worth individuals) | 84 | 186.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 502 | 223.7 |
| By Discretionary | ||
| Discretionary | 502 | 223.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 502 | 223.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.7 | |
| Total | 502 | 223.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Henson-Edgewater Management LLC
✚
|
OH | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
Drawbridge Capital LLC
✚
|
OK | 0.2 |
|
Allied Private Wealth
✚
|
FL | 0.2 |
|
Alder Financial Group Inc
✚
|
GA | 0.2 |
|
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
|
Chapman Financial Group LLC
✚
|
0.2 | |
|
JHP Wealth Management LLC
✚
|
CO | 0.2 |
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.2 |
|
Wincap Financial LLC
✚
|
MA | 0.2 |