Gerber Kawasaki Wealth & Investment Management

Overview

Headquarters

Santa Monica, CA

Total Firm Assets

$4.1 billion

Average High-Net-Worth Client Portfolio Size

$2.6 million

Recent Rankings

Forbes 2025: 168

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Fee Disclosure

Source: GERBER KAWASAKI, INC. ADV BROCHURE (2026-03-30) · View brochure text
Latest filing: GERBER KAWASAKI, INC. ADV BROCHURE (2026-03-31) · View brochure text

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets

44.32%

Number of High-Net-Worth Clients

706

Total Client Accounts

20,094

Discretionary Accounts

19,940

Non-Discretionary Accounts

154

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number

153649

• GERBER KAWASAKI, INC. ADV BROCHURE (2026-03-31) · View brochure text
• GERBER KAWASAKI, INC. ADV BROCHURE (2026-03-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions