Gevers Wealth Management
Gevers Wealth Management is an SEC-registered wealth manager in Issaquah, WA with $223.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Gevers Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340092, SEC 801-135189, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $223.7M (2026-06-01)
- Firm type
- Wealth Manager
- Location
- Issaquah, WA
- Employees
- 5
- Clients
- 168
- CRD
- 340092
- Ownership
- GEVERS, TREY, ROBERT LEE; GEVERS, WILLIAM, ROBERT; GRIGAS, GARRETT, JOSEPH
How much AUM does Gevers Wealth Management have?
Gevers Wealth Management reported $223.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Gevers Wealth Management?
Disclosed owners and executives of Gevers Wealth Management include GEVERS, TREY, ROBERT LEE, GEVERS, WILLIAM, ROBERT, GRIGAS, GARRETT, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.