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GEM-YOUNG WEALTH ADVISORS, LLC
CRD 171340
3792 STARRS CENTRE DR., CANFIELD, OH, 44406, United States
Phone
330-533-6936
Fax
330-533-4087
Registration
— (—)
Source
State registered
Total AUM
$142.0M
Discretionary AUM
$140.5M
Team
6 total employees; 0 advisory reps
Clients
251-500
Fees
Percentage of AUM; FEE SPLIT WITH UNDERLYING MANAGER
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 279 | $83.6M |
| High net worth individuals | 12 | $25.7M |
| Pooled investment vehicles | 9 | $29.4M |
| Insurance companies | 1 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD