CRD: 153649
Gerber Kawasaki Wealth & Investment Management
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- Custodian
- LPL Financial ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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