Gevers Wealth Management, LLC
● SEC registered since 2026CRD 340092SEC# 801-135189Issaquah, WA
Reg. AUM
$223.7M
Employees
5
Accounts
502
Location
Issaquah, WA
Gevers Wealth Management, LLC assets under management
Gevers Wealth Management, LLC is an SEC-registered investment adviser based in Issaquah, WA. The firm has been registered since 2026. It reports $223.7 million in regulatory assets under management and employs 5 people.
Gevers Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garrett Joseph Grigas Control | Member/Cio/Iar | 10-25% | 2025 |
| Trey Robert Lee Gevers Control | Member/Coo/Iar | 10-25% | 2025 |
| William Robert Gevers Control | Managing Member/Ceo/Cco/Iar | 50-75% | 2025 |
Frequently asked questions
How much does Gevers Wealth Management, LLC manage?
Gevers Wealth Management, LLC reports $223.7 million in regulatory assets under management on its Form ADV.
How many employees does Gevers Wealth Management, LLC have?
Gevers Wealth Management, LLC reports 5 employees.
Where is Gevers Wealth Management, LLC located?
Gevers Wealth Management, LLC is based in Issaquah, WA and has been SEC-registered since 2026.
Does Gevers Wealth Management, LLC disclose fund performance?
Gevers Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5825 221st Place SE, Suite 102, Issaquah, WA 98027 |
| Phone | 4259024840 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$223.7Mregulatory AUM
Discretionary $223.7M