# Gerber Kawasaki Wealth & Investment Management

> Gerber Kawasaki Wealth & Investment Management is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 153649
- Filed as: GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
- Legal name: Gerber Kawasaki, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153649
- AdvisorCensus page: https://advisorcensus.com/firm/gerber-kawasaki-wealth-and-investment-management-santa-monica-ca-153649

## Quick answers

**How is Gerber Kawasaki Wealth & Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Gerber Kawasaki Wealth & Investment Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Gerber Kawasaki Wealth & Investment Management charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $500 to $1,000 an hour (your plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gerber Kawasaki Wealth & Investment Management located?**
Gerber Kawasaki Wealth & Investment Management's principal office is in Santa Monica, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Gerber Kawasaki Wealth & Investment Management registered with the SEC or a state?**
Gerber Kawasaki Wealth & Investment Management is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 153649.

**How much does Gerber Kawasaki Wealth & Investment Management manage?**
Gerber Kawasaki Wealth & Investment Management reports $4,109,614,006 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (96% discretionary).

**How have Gerber Kawasaki Wealth & Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Gerber Kawasaki Wealth & Investment Management: Regulatory assets under management: $1,806,566,920 in the October 2021 data and $4,109,614,006 in the October 2026 data, up 127%. Total employees: 34 in October 2021 and 59 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gerber Kawasaki Wealth & Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,719); high net worth individuals (706); corporations or other businesses not listed above (104).

**Which custodians does Gerber Kawasaki Wealth & Investment Management use?**
Gerber Kawasaki Wealth & Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Gerber Kawasaki Wealth & Investment Management 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/153649

**What changed in Gerber Kawasaki Wealth & Investment Management's recent Form ADV filings?**
In the August 2026 filing data: Added an office in Bellevue, WA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Hourly rate: $500 to $1,000 an hour (your plan)

> The hourly rate ranges from $500 to $1,000 per hour depending on the advisor’s experience. Our fees usually range from $250 to $10,000, but are negotiable based on the complexity of your situation, your goals, and the scope of the plan we develop together.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $4,109,614,006
- Discretionary: $3,943,370,418
- Non-discretionary: $166,243,588

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8,719 | $2,185,991,497 |
| High net worth individuals | 706 | $1,821,424,933 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $4,174,748 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 37 | $17,844,529 |
| Charitable organizations | 51 | $12,046,406 |
| State or municipal government entities (including government pension plans) | 6 | $4,451,750 |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 104 | $63,680,143 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 59 total, 36 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Bellevue, WA

### Websites listed on Form ADV (Item 1.I)
- [gerberkawasaki.com](https://gerberkawasaki.com)
- [gerberkawasakifinancialadvisors.com](https://gerberkawasakifinancialadvisors.com)
- [getinvested.me](https://getinvested.me)
- [gkviewpoint.com](https://gkviewpoint.com)
- [open.spotify.com/show/1sweBYtDuEn4Ms98VBfVrF](https://open.spotify.com/show/1sweBYtDuEn4Ms98VBfVrF)
- [open.spotify.com/show/6GyluwQ9xIVBjd3Qi7lUxX](https://open.spotify.com/show/6GyluwQ9xIVBjd3Qi7lUxX)
- [podcasts.apple.com/us/podcast/chasing-finance/id1777083823](https://podcasts.apple.com/us/podcast/chasing-finance/id1777083823)
- [podcasts.apple.com/us/podcast/future-money/id1600544420](https://podcasts.apple.com/us/podcast/future-money/id1600544420)
- Facebook @GerberKawasaki
- Instagram @chasing_finance_podcast
- Instagram @futuremoneypod
- Instagram @gerberkawasaki
- LinkedIn @gerberkawasaki
- TikTok @gerberkawasaki
- X @GerberKawasaki
- YouTube @GerberKawasaki

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,806,566,920 | 34 | August 31, 2021 |
| October 2022 | $2,028,386,000 | 45 | April 14, 2022 |
| October 2023 | $2,194,533,583 | 46 | August 8, 2023 |
| October 2024 | $2,593,632,962 | 48 | March 29, 2024 |
| October 2025 | $3,191,645,341 | 54 | May 12, 2025 |
| October 2026 | $4,109,614,006 | 59 | July 7, 2026 |

Regulatory assets under management: $1,806,566,920 in the October 2021 data and $4,109,614,006 in the October 2026 data, up 127%.
Total employees: 34 in October 2021 and 59 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Bellevue, WA.

### April 2026
- Employees performing advisory functions went from 33 to 36.
- Regulatory assets under management went from $3,191,645,341 to $4,109,614,006 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gerber Kawasaki Wealth & Investment Management (CRD 153649): Form ADV filing data as of October 2026.