{
  "crd_number": 109034,
  "slug": "gemmer-asset-management-llc-walnut-creek-ca-109034",
  "primary_business_name": "GEMMER ASSET MANAGEMENT LLC",
  "legal_name": "GEMMER ASSET MANAGEMENT LLC",
  "dbas": [
    "JURIS WEALTH",
    "WRIGHT WEALTH MANAGEMENT LLC"
  ],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-05-21",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 2357196645.0,
  "raum_discretionary": 2357196645.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 13939815.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 292875800.0,
      "count": 711
    },
    "pension_profit_sharing": {
      "raum": 2721827.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 21258246.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 2015159243.0,
      "count": 559
    },
    "corporations_other_businesses": {
      "raum": 11241714.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "HI",
    "ID",
    "LA",
    "MA",
    "MD",
    "MT",
    "NC",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/people/Wright-Wealth-Management/61559875277999",
    "https://gemmerllc.com",
    "https://getwrightwealth.com",
    "https://instagram.com/GetWrightWealth",
    "https://instagram.com/angelawrightwwm",
    "https://juriswealth.com",
    "https://linkedin.com/company/gemmer-asset-management-llc",
    "https://linkedin.com/in/JURISWEALTH",
    "https://linkedin.com/in/wrightangela",
    "https://thejdinvestor.com",
    "https://x.com/GemmerLLC",
    "https://youtube.com/@GetWrightWealth",
    "https://youtube.com/@JurisWealth",
    "https://youtube.com/@briangemmer1891"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109034",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034",
  "display_name": "Gemmer Asset Management LLC",
  "summary": "Gemmer Asset Management LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Gemmer Asset Management LLC (CRD 109034): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Gemmer Asset Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gemmer Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Gemmer Asset Management LLC located?",
      "a": "Gemmer Asset Management LLC's principal office is in Walnut Creek, CA, according to its Form ADV."
    },
    {
      "q": "Is Gemmer Asset Management LLC registered with the SEC or a state?",
      "a": "Gemmer Asset Management LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109034."
    },
    {
      "q": "How much does Gemmer Asset Management LLC manage?",
      "a": "Gemmer Asset Management LLC reports $2,357,196,645 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gemmer Asset Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gemmer Asset Management LLC: Regulatory assets under management: $1,389,851,761 in the October 2021 data and $2,357,196,645 in the October 2026 data, up 70%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gemmer Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (711); high net worth individuals (559); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does Gemmer Asset Management LLC use?",
      "a": "Gemmer Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gemmer Asset Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109034"
    },
    {
      "q": "What changed in Gemmer Asset Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $2,011,228,822 to $2,357,196,645 (+17%). Registered or notice-filed in MD, MT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1389851761.0,
      "total_employees": 10,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1717343088.0,
      "total_employees": 12,
      "filing_date": "2022-04-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1448827138.0,
      "total_employees": 12,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1704981494.0,
      "total_employees": 14,
      "filing_date": "2024-05-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2011228822.0,
      "total_employees": 15,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2357196645.0,
      "total_employees": 16,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Regulatory assets under management went from $2,011,228,822 to $2,357,196,645 (+17%).",
        "Registered or notice-filed in MD, MT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 711,
      "fewer_than_5": false,
      "raum": 292875800.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 559,
      "fewer_than_5": false,
      "raum": 2015159243.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2721827.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 13939815.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 21258246.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 11241714.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109034",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}