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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-28-2026
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 168 clients, or 56 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
WILLIAM ROBERT GEVERS
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Managing Member
- CRD
- #2381745
- Ownership
- 50% but less than 75%
TREY ROBERT LEE GEVERS
Chief Operating Officer, Financial Advisor
- CRD
- #7251046
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Gevers Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.