# Gerson Wealth Management, LLC

> Gerson Wealth Management, LLC is a state-registered investment advisory firm, with no regulatory assets under management reported in its Form ADV filing dated January 27, 2026.

- CRD: 147424
- Filed as: GERSON WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147424
- AdvisorCensus page: https://advisorcensus.com/firm/gerson-wealth-management-llc-147424

## Quick answers

**How is Gerson Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gerson Wealth Management, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Gerson Wealth Management, LLC registered with the SEC or a state?**
Gerson Wealth Management, LLC is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 147424.

**Does Gerson Wealth 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147424

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gerson Wealth Management, LLC (CRD 147424): Form ADV filing data as of October 2026.