$992.9K Total AUM
$992.9K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-27-2017
- Office Locations
- 1
Office Locations
1767 E. Queen Creek Rd. #1 Chandler AZ
About Vivere Wealth Management LLC
Vivere Wealth Management LLC is an Arizona-registered investment adviser providing financial planning and investment management for retail clients. Its investment implementation skews heavily toward public funds, with modest cash. The firm operates from Chandler, AZ and custodies with Altruist.
Team overview
-- AVG AGE
$992.9K AVG AUM / ADVISOR
$331.0K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID JAMES GERSZEWSKI
Manager
- CRD
- #2522428
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $992,905 | -- |
| Non-Discretionary | $0 | -- |
| Total | $992,905 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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