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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-24-1999
- Office Locations
- 2
Office Locations
About Gerber, LLC
Gerber, LLC is an RIA focused on first-generation entrepreneurs and business owners, helping align life, business, and financial goals through its four-phase “Gerber Gateway” process. The team delivers integrated financial and investment planning (tax, estate, insurance, and portfolio construction), typically using diversified asset allocation with ETFs and mutual funds and selective alternatives. Primary custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 17, 2025 and March 17, 2026, reported AUM increased 0.7%, from $588.1M to $592.1M.
Across 5 reported observations, AUM increased 24.2% between June 15, 2022 and March 17, 2026, from $476.6M to $592.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 220 clients, or 55 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 2 reported office locations and 27 years in operation. The source data was last updated on March 17, 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
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gerber, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RANDALL THOMAS GERBER
Advisor, Managing Member, Principal
- CRD
- #2124731
- Ownership
- 75% or more
ERIK DENNIS ROEMER
Chief Compliance Officer
- CRD
- #2049954
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AZEEM SALIM ABDUL HAQQ
Financial Advisor
- CRD
- #2587685
Kathryn L. Wilson
Financial Analyst
- CRD
- #6366406
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $592,071,283 | $627,194 |
| Non-Discretionary | $0 | -- |
| Total | $592,071,283 | $627,194 |
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Separately Managed Accounts
SMA allocation detail is available
Gerber, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Gerber, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.