# Gemini Wealth

> Gemini Wealth is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 336806
- Filed as: GEMINI WEALTH
- Legal name: Gemini Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336806
- AdvisorCensus page: https://advisorcensus.com/firm/gemini-wealth-336806

## Quick answers

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

**Is Gemini Wealth registered with the SEC or a state?**
Gemini Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336806.

**How much does Gemini Wealth manage?**
Gemini Wealth reports $0 in regulatory assets under management in its Form ADV filing dated August 7, 2026.

**Does Gemini Wealth 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/336806

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [geminiwealth.co](https://geminiwealth.co)
- Facebook @geminiwealth.co
- Facebook @jessica.financialadvisor
- LinkedIn @andria-stubbs

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gemini Wealth (CRD 336806): Form ADV filing data as of October 2026.