GEVERS WEALTH MANAGEMENT

RIASEC RegisteredEst. 2026
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$446K
Accounts
502
Employees
5
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 15%, Cash & Cash Equivalents 4%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents4%

Contacts

3 of 3
  • WILLIAM GEVERS

    Financial Advisor / PresidentCRD 2381745

  • TREY GEVERS

    Financial Advisor & PartnerCRD 7251046

  • GARRETT GRIGAS

    Partner, Financial AdvisorCRD 6633597

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth