Overview
Assets Under Management: $224 million
Headquarters: ISSAQUAH, WA
High-Net-Worth Clients: 84
Average Client Assets: $2.2 million
Frequently Asked Questions
GEVERS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #340092), GEVERS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
GEVERS WEALTH MANAGEMENT is headquartered in ISSAQUAH, WA.
GEVERS WEALTH MANAGEMENT serves 84 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, GEVERS WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
GEVERS WEALTH MANAGEMENT manages $224 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, GEVERS WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.34%
Average Client Assets: $2.2 million
Total Client Accounts: 502
Discretionary Accounts: 502
Regulatory Filings
CRD Number: 340092
Filing ID: 2083783
Last Filing Date: 2026-03-30 18:03:07