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GEVERS WEALTH MANAGEMENT
GEVERS WEALTH MANAGEMENT, LLC
CRD 340092 · SEC 801-135189
5825 221ST PLACE SE, SUITE 102, ISSAQUAH, WA, 98027, United States
Phone
4259024840
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.7M
Discretionary AUM
$223.7M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $35.7M |
| High net worth individuals | 84 | $186.4M |
| Charitable organizations | 1 | $1.5M |
States served
AZ, CA, LA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD