Gevers Wealth Management

Overview

Gevers Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm is owner-operated and serves a mix of individual, family and institutional clients. Its primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, does not act as a capital allocator, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices