G
CRD: 340092
Gevers Wealth Management
Issaquah, WA, 98027
4259024840
$223.7M Total AUM
$223.7M Disc. AUM
-- 3Y CAGR
5 Employees
168 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-28-2026
- Office Locations
- 1
Office Locations
5825 221st Place SE Suite 102 Issaquah WA
About Gevers Wealth Management
Gevers Wealth Management is a Issaquah-based RIA. The firm has been operating for 0 years. Managing $223.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
31 AVG AGE
$74.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Pathway Value
Client Personas
Signal
Investment Themes
Oak North alpha Delta
Investment Vehicles
Signal
Services
Vector Pioneer Momentum crest Unison vector Vector
Owner & Executives
WILLIAM ROBERT GEVERS
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Managing Member
- CRD
- #2381745
- Ownership
- 50% but less than 75%
(939) 296-1834
foundation.bridge@vertexcapital.com
in linkedin.com/in/delta-pioneer
TREY ROBERT LEE GEVERS
Chief Operating Officer, Financial Advisor
- CRD
- #7251046
- Ownership
- 10% but less than 25%
(290) 793-2691
delta.delta@alphacapital.com
in linkedin.com/in/harbor-crest
F
Fusion oak
Delta vertex
- CRD
- #59926
- Ownership
- 3.2%
(977) 365-2252
beacon.wave@embercapital.com
in linkedin.com/in/crest-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,697,704 | $445,613 |
| Non-Discretionary | $0 | -- |
| Total | $223,697,704 | $445,613 |
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Separately Managed Accounts
Total SMA Asset: $223,697,704
Public Funds:
28.0% Equity - Exchange:
26.2% Cash:
45.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,715,111,334 | 28.0% |
| Equity - Exchange | $1,604,854,177 | 26.2% |
| Cash | $2,805,432,112 | 45.8% |
| Total | $6,125,397,623 | 100.0% |