# Gevers Wealth Management

> Gevers Wealth Management is an SEC-registered investment advisory firm in Issaquah, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 340092
- Filed as: GEVERS WEALTH MANAGEMENT
- Legal name: Gevers Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Issaquah, WA
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340092
- AdvisorCensus page: https://advisorcensus.com/firm/gevers-wealth-management-issaquah-wa-340092

## Quick answers

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

**How much does Gevers Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Subscription: $25,000 a year (Ongoing Consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gevers Wealth Management located?**
Gevers Wealth Management's principal office is in Issaquah, WA, according to its Form ADV.

**Is Gevers Wealth Management registered with the SEC or a state?**
Gevers Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340092.

**How much does Gevers Wealth Management manage?**
Gevers Wealth Management reports $223,697,704 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**What types of clients does Gevers Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (84); individuals (other than high net worth individuals) (83); charitable organizations (1).

**Which custodians does Gevers Wealth Management use?**
Gevers Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gevers 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 SEC record: https://adviserinfo.sec.gov/firm/summary/340092

**What changed in Gevers Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Subscription: $25,000 a year (Ongoing Consulting fees)

> Ongoing Consulting fees are paid monthly and in advance, but in no case will exceed $25,000 annually.

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

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

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: $223,697,704
- Discretionary: $223,697,704
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $35,728,355 |
| High net worth individuals | 84 | $186,431,832 |
| Charitable organizations | 1 | $1,537,517 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [geverswealth.com](https://geverswealth.com)

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in TX.

### April 2026
- Regulatory assets under management went from $0 to $223,697,704.
- Registered or notice-filed in AZ, CA, LA.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gevers Wealth Management (CRD 340092): Form ADV filing data as of October 2026.