GEM-YOUNG WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$142M

Discretionary

$140M

99% of AUM

Avg account

$488K

Accounts

291

Employees

Advisory reps

Firm details

Headquarters: CANFIELD, Ohio
CRD number: 171340
Custodians: ASSETMARK TRUST CO., ASSETMARK TRUST CO., TD AMERITRADE, INC., AMERICAN TRUST CUSTODY, CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, ASSETMARK TRUST CO., ASCENSUS TRUST
Fee structure: Percentage of AUM, Other
Client types: Individuals58.85%
Pooled Investment Vehicles20.7%
HNWI18.13%
Insurance Companies2.32%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gem-Young Wealth Advisors, LLC is an independent registered investment adviser that focuses on fee-based wealth management for individuals, families and some institutional clients. The firm combines financial planning, discretionary portfolio management and the selection of external managers to deliver client solutions. Insurance brokerage is a visible part of the business, which complements retirement planning and annuity solutions within client portfolios. Investment activity is centered on equity exposure delivered largely through exchange-traded instruments and separately managed accounts. The adviser operates as a capital allocator — it directly manages portfolios while also placing client assets with third-party managers when specialized strategies are required. The firm does not present itself as an active ESG investor and it is not positioned as a multi-state adviser.