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GEM-Young Wealth Advisors, LLC

GEM-Young Wealth Advisors, LLC. CRD 171340

G

CRD: 171340

GEM-Young Wealth Advisors, LLC

Canfield, OH, 44406
3305336936
$142.0M Total AUM
$140.5M Disc. AUM
-- 3Y CAGR
6 Employees
301 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Ascensus · Assetmark · Charles Schwab & Company · Nationwide · TD Ameritrade
Clients
Retail and Institutional
Platforms
ElementBridge +more
Established Date
06-10-2014
Office Locations
1

Office Locations

3792 Starrs Centre Dr. Canfield OH

About GEM-Young Wealth Advisors, LLC

Gem-Young Insurance & Wealth Advisors is a family-owned, independent agency serving individuals, families, and businesses across Ohio and beyond. They pair personal and commercial coverage, employee benefits, and 401(k) solutions with financial and investment planning, including ETF-oriented portfolios. Known for a client-centered team approach, they’ve operated since 1947 and have been recognized by carriers, including 27+ years in the Grange Leadership Circle.

Team overview

43 AVG AGE
-- AVG AUM / ADVISOR
$471.7K AVG AUM / CLIENT
7.3 yrs AVG TENURE
6 Employees
0 Advisory Reps
2 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Atlas focus Capital eagle

Client Personas

Quantum

Custodian

Value timber Prime horizon Focus

Investment Themes

Atlas momentum Value pioneer Matrix summit Unison oak

Investment Vehicles

Wave frontier

Services

Pioneer pioneer Pioneer Alpha capital Pathway Harbor alpha Momentum north Focus

Technology

Momentum ember Pioneer Zenith

Owner & Executives

L

LEO JOHN PAUL DAPRILE

Chief Compliance Officer, Owner

CRD
#1274374
Ownership
75% or more
(667) 403-6067
wave.signal@pioneercapital.com
in linkedin.com/in/capital-matrix

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Contacts

S

Stephen Robert Daprile

Financial Planner

CRD
#6809357
(704) 711-5774
delta.prime@quantumcapital.com
in linkedin.com/in/oak-foundation
K

Kelly Lynn Vinopal

Financial Advisor

CRD
#7843573
(908) 851-6295
ember.focus@horizoncapital.com
in linkedin.com/in/delta-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $140,491,816 --
Non-Discretionary $1,478,607 --
Total $141,970,423 --

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Separately Managed Accounts

Total SMA Asset: $112,586,682

$112.6M Total SMA
Equity - Exchange:
19.3%
Public Funds:
28.1%
Cash:
9.0%
Sovereign Bonds:
19.2%
Municipal Bonds:
24.4%
Asset class Assets Assets %
Equity - Exchange $982,290,721 19.3%
Public Funds $1,430,174,573 28.1%
Cash $458,063,030 9.0%
Sovereign Bonds $977,201,131 19.2%
Municipal Bonds $1,241,859,771 24.4%
Total $5,089,589,226 100.0%

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