# Gemstone Wealth Management

> Gemstone Wealth Management is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 325155
- Filed as: GEMSTONE WEALTH MANAGEMENT
- Legal name: Gemstone Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325155
- AdvisorCensus page: https://advisorcensus.com/firm/gemstone-wealth-management-325155

## Quick answers

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

**Is Gemstone Wealth Management registered with the SEC or a state?**
Gemstone Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325155.

**How much does Gemstone Wealth Management manage?**
Gemstone Wealth Management reports $11,165,700 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Gemstone Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9).

**Does Gemstone Wealth Management 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/325155

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,165,700
- Discretionary: $11,165,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $26,800 |
| High net worth individuals | 9 | $11,138,900 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gwminvest.com
- LinkedIn @gemstone_wealth_management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gemstone Wealth Management (CRD 325155): Form ADV filing data as of October 2026.