CRD: 153649
Gerber Kawasaki Wealth & Investment Management
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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-20-2010
- Office Locations
- 3
Office Locations
About Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management is an independent wealth planning and portfolio management firm serving individuals and families, including younger clients building their first plan. The team delivers personalized financial plans and ongoing investment management, with a thematic/impact focus on tech/AI, climate change, and leading consumer sectors. Differentiators include in-house proprietary research and the MyMoneyPage planning app; no minimums.
Reported data analysis
What the numbers show
Between May 12, 2025 and July 7, 2026, reported AUM increased 28.8%, from $3.2B to $4.1B.
Across 5 reported observations, AUM increased 102.6% between April 14, 2022 and July 7, 2026, from $2.0B to $4.1B.
Of the latest reported AUM, 96.0% is discretionary and 4.0% is non-discretionary.
The firm reports 36 advisory representatives and 9,634 clients, or 267.6 clients per representative. That equates to $426.6K in reported AUM per client.
The profile lists 3 reported office locations and 16 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ROSS MATTHEW GERBER
Chief Executive Officer, President
- CRD
- #2502747
- Ownership
- 25% but less than 50%
DANILO KAWASAKI
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #4494546
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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NICHOLAS PAUL ANDUZE
Investment Analyst
- CRD
- #6517294
ZACHARY VINCENT BAINTER
Partner
- CRD
- #5675357
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,943,370,418 | $197,762 |
| Non-Discretionary | $166,243,588 | $1,079,504 |
| Total | $4,109,614,006 | $204,519 |
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Separately Managed Accounts
SMA allocation detail is available
Gerber Kawasaki Wealth & Investment Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gerber Kawasaki Wealth & Investment Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.