Gebhardt Group, Inc
Gebhardt Group, Inc is an SEC-registered wealth manager in Lafayette, CA with $346.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Gebhardt Group, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142903, SEC 801-80379, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $346.4M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Lafayette, CA
- Employees
- 7
- Clients
- 232
- CRD
- 142903
- Ownership
- GEBHARDT, JAMES, C; GEBHARDT, ELIZABETH, ANNE; GRISHMAN, MATTHEW, DAVID
How much AUM does Gebhardt Group, Inc have?
Gebhardt Group, Inc reported $346.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Gebhardt Group, Inc?
Disclosed owners and executives of Gebhardt Group, Inc include GEBHARDT, JAMES, C, GEBHARDT, ELIZABETH, ANNE, GRISHMAN, MATTHEW, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.