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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | 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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