# Gem-Young Wealth Advisors, LLC

> Gem-Young Wealth Advisors, LLC is a state-registered investment advisory firm in Canfield, OH, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 171340
- Filed as: GEM-YOUNG WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canfield, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171340
- AdvisorCensus page: https://advisorcensus.com/firm/gem-young-wealth-advisors-llc-canfield-oh-171340

## Quick answers

**How is Gem-Young Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gem-Young Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gem-Young Wealth Advisors, LLC located?**
Gem-Young Wealth Advisors, LLC's principal office is in Canfield, OH, according to its Form ADV.

**Is Gem-Young Wealth Advisors, LLC registered with the SEC or a state?**
Gem-Young Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171340.

**How much does Gem-Young Wealth Advisors, LLC manage?**
Gem-Young Wealth Advisors, LLC reports $141,970,423 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (99% discretionary).

**What types of clients does Gem-Young Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (279); high net worth individuals (12); pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Gem-Young Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171340

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $141,970,423
- Discretionary: $140,491,816
- Non-discretionary: $1,478,607

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 279 | $83,550,721 |
| High net worth individuals | 12 | $25,746,279 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $29,383,741 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $3,289,682 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 6 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gemyoung.com
- Instagram @gemyoungadvisors
- TikTok @gem_young_1
- YouTube @GemYoungWealthCastwithLeo
- YouTube @GemYoungWealthcast

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gem-Young Wealth Advisors, LLC (CRD 171340): Form ADV filing data as of October 2026.