# Gemmer Asset Management LLC

> 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.

- CRD: 109034
- Filed as: GEMMER ASSET MANAGEMENT LLC
- Also doing business as: JURIS WEALTH, WRIGHT WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109034
- AdvisorCensus page: https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034

## Quick answers

**How is Gemmer Asset Management LLC compensated?**
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.

**Where is Gemmer Asset Management LLC located?**
Gemmer Asset Management LLC's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Gemmer Asset Management LLC registered with the SEC or a state?**
Gemmer Asset Management LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109034.

**How much does Gemmer Asset Management LLC manage?**
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).

**How have Gemmer Asset Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Gemmer Asset Management LLC serve?**
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).

**Which custodians does Gemmer Asset Management LLC use?**
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.

**Does Gemmer Asset Management LLC report any disciplinary disclosures?**
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

**What changed in Gemmer Asset Management LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,357,196,645
- Discretionary: $2,357,196,645
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 711 | $292,875,800 |
| High net worth individuals | 559 | $2,015,159,243 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,721,827 |
| Charitable organizations | 4 | $13,939,815 |
| Other investment advisers | 1 | $21,258,246 |
| Corporations or other businesses not listed above | 7 | $11,241,714 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, DC, FL, GA, HI, ID, LA, MA, MD, MT, NC, NV, NY, OH, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gemmerllc.com
- getwrightwealth.com
- juriswealth.com
- thejdinvestor.com
- Facebook @Wright-Wealth-Management
- Instagram @GetWrightWealth
- Instagram @angelawrightwwm
- LinkedIn @gemmer-asset-management-llc
- LinkedIn @JURISWEALTH
- LinkedIn @wrightangela
- X @GemmerLLC
- YouTube @GetWrightWealth
- YouTube @JurisWealth
- YouTube @briangemmer1891

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,389,851,761 | 10 | July 30, 2021 |
| October 2022 | $1,717,343,088 | 12 | April 6, 2022 |
| October 2023 | $1,448,827,138 | 12 | March 20, 2023 |
| October 2024 | $1,704,981,494 | 14 | May 28, 2024 |
| October 2025 | $2,011,228,822 | 15 | March 17, 2025 |
| October 2026 | $2,357,196,645 | 16 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gemmer Asset Management LLC (CRD 109034): Form ADV filing data as of October 2026.