G
CRD: 152716
Gerritz Wealth Management, Inc.
Central Point, OR
5416643892
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2010
- Office Locations
- 1
Office Locations
-- Central Point OR
About Gerritz Wealth Management, Inc.
Gerritz Wealth Management, Inc. is a Central Point-based RIA. The firm has been operating for 15 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
58 AVG AGE
$5.0M AVG AUM / ADVISOR
$112.9K AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Radial Wave
Client Personas
Wave
Investment Themes
Oak Signal
Investment Vehicles
Horizon
Services
Capital Pioneer Prime pathway
Owner & Executives
S
STEPHEN LEE GERRITZ
Chief Investment Officer, President
- CRD
- #1020031
- Ownership
- 75% or more
(935) 315-8615
vector.vital@vectorcapital.com
in linkedin.com/in/prime-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,969,131 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,969,131 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,969,131
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,642,729,231 | 100.0% |
| Total | $2,642,729,231 | 100.0% |