CRD: 282667
Gessner Wealth Strategies LLC
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- Custodian
- Ameritas · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2016
- Office Locations
- 1
Office Locations
About Gessner Wealth Strategies LLC
Gessner Wealth Strategies is a Houston-based, fee-only fiduciary RIA providing unbiased, no-commission advice. The firm focuses on holistic wealth management—tying a client’s full financial picture to life goals—covering investment planning alongside tax, estate/legacy, and insurance planning. Portfolios are primarily implemented with ETFs and asset-allocation approaches, with client focus that includes business owners; custody includes Schwab.
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
MICHELLE JEAN GESSNER
Owner
- CRD
- #6016114
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,869,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,869,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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