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- Custodian
- Betterment ยท Vanguard
- Clients
- Retail
- Platforms
- RadialSignal +more
- Established Date
- 12-11-2015
- Office Locations
- 1
Office Locations
About Gerhardt Clemans Wealth Management, Inc.
Gerhardt Clemans Wealth Management, Inc. is a Thendara, NY registered investment adviser serving retail clients with financial and investment planning, including portfolio construction and insurance guidance. The firm emphasizes disciplined asset allocation, implementing portfolios primarily with public funds, ETFs, and mutual funds, and supports socially responsible investing where appropriate. Custody/platform relationships include Betterment and Vanguard, and the team publishes market commentary on its site.
Team overview
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Investment Themes
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Owner & Executives
Parker Gerhardt Clemans
Managing Member, President
- CRD
- #6579516
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,135,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,135,307 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,135,307
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,291,232,975 | 38.2% |
| Equity - Exchange | $1,358,836,795 | 40.2% |
| Cash | $730,121,263 | 21.6% |
| Total | $3,380,191,033 | 100.0% |