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- 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
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
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Client Personas
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Owner & Executives
LEO JOHN PAUL DAPRILE
Chief Compliance Officer, Owner
- CRD
- #1274374
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Stephen Robert Daprile
Financial Planner
- CRD
- #6809357
Kelly Lynn Vinopal
Financial Advisor
- CRD
- #7843573
Showing 2 of 3 contacts
Unlock allAssets Under Management
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
| 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% |