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GEMMER ASSET MANAGEMENT LLC
CRD 109034 · SEC 801-56517
1655 NORTH MAIN ST, SUITE 360, WALNUT CREEK, CA, 94596, United States
Phone
925-933-3786
Fax
925-933-6165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.36B
Discretionary AUM
$2.36B
Team
16 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 711 | $292.9M |
| High net worth individuals | 559 | $2.02B |
| Pension/profit sharing plans | 3 | $2.7M |
| Charitable organizations | 4 | $13.9M |
| Other investment advisers | 1 | $21.3M |
| Corporations/business entities | 7 | $11.2M |
States served
AK, AZ, CA, CO, DC, GA, ID, LA, MD, MA, MT, NV, NY, NC, OH, OR, PA, TN, VA, WA, TX, HI, FL
All web addresses on file
- https://www.facebook.com/people/Wright-Wealth-Management/61559875277999/
- https://www.thejdinvestor.com/
- https://www.linkedin.com/in/JURISWEALTH/
- https://www.youtube.com/@GetWrightWealth
- https://www.linkedin.com/in/wrightangela/
- https://www.getwrightwealth.com/
- https://www.youtube.com/@JurisWealth
- https://www.youtube.com/@briangemmer1891
- https://www.linkedin.com/company/gemmer-asset-management-llc/
- https://www.juriswealth.com/
- http://www.gemmerllc.com
- https://x.com/GemmerLLC
- https://www.instagram.com/GetWrightWealth/
- https://www.instagram.com/angelawrightwwm
Official SEC filing: View on IAPD