GEVERS WEALTH MANAGEMENT
Firm details
- Headquarters
- ISSAQUAH, Washington
- CRD number
- 340092
- Registered since
- January 28, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.34%
- Individuals15.97%
- Charitable Organizations0.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gevers Wealth Management is an independent, SEC-registered registered investment adviser organized as a limited liability company. The firm reports individual ownership and serves both individual & family clients and institutional clients. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Compensation mixes include percentage-of-AUM fees, hourly charges, and fixed fees. Gevers is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state or pension consultant adviser according to the reported profile. SEC registration is listed for 2026.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities15%
- Cash & Cash Equivalents4%
Contacts
3 of 3WILLIAM GEVERS
Financial Advisor / PresidentCRD 2381745
TREY GEVERS
Financial Advisor & PartnerCRD 7251046
GARRETT GRIGAS
Partner, Financial AdvisorCRD 6633597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ISSAQUAH, WA
KING
Location
ISSAQUAH, WA
Headquartered in ISSAQUAH, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 5825 221st Pl SE
- Time zone
- PT (UTC-8)
- Office locations
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