Gerber Kawasaki Wealth & Investment Management

RIASEC Registered

Total AUM

$4.1B

Discretionary

$3.9B

96% of AUM

Avg account

$205K

Accounts

20,094

Employees

Advisory reps

Firm details

Headquarters: Santa Monica, California
CRD number: 153649
Registered since: March 14, 2014
Website: gerberkawasaki.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals53.19%
HNWI44.32%
Corporations / Businesses1.55%
Pension & Profit Sharing Plans0.43%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gerber Kawasaki Wealth & Investment Management is an independent, individually owned registered investment adviser that bills itself as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm is SEC‑registered (registration year 2014) and offers a mix of portfolio management and financial planning services for individuals, small businesses, investment companies and institutions. Advisory services cited include portfolio management, selection of other advisers and pension consulting services; the firm also operates as an insurance broker and lists sponsor/GP roles for pooled investment vehicles among its industry activities. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly, fixed and other fee structures.