GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

GERBER KAWASAKI, INC.

CRD 153649 · SEC 801-79339

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2437 MAIN STREET, SANTA MONICA, CA, 90405, United States

Phone

310-399-6397

Fax

310-392-4018

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.11B

Discretionary AUM

$3.94B

Team

59 total employees; 36 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; THIRD-PARTY ADVISORY FEES

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	8719	$2.19B
High net worth individuals	706	$1.82B
Investment companies	1	$4.2M
Pension/profit sharing plans	37	$17.8M
Charitable organizations	51	$12.0M
State/municipal entities	6	$4.5M
Corporations/business entities	104	$63.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD