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Simone Gehner, portrait

Simone Gehner

Shareholder and Chief Compliance Officer at TCI Wealth Advisors

Firm officerUpdated

Simone Gehner has been Shareholder and Chief Compliance Officer of Tci Wealth Advisors, Inc., a Tucson, AZ investment adviser managing $5.37B, since January 2021.

5
Years in role
$5.37B
Firm AUM
3,268
Firm clients
45
Firm advisers

From Form ADV filed 27 August 2026Form ADV

Career

Simone Gehner is a control person of TCI Wealth Advisors and directly owns under 5% of it. Simone Gehner holds a BA in political science from the University of Tasmania, a Law degree from the University of Tasmania and a Master of Laws from Texas A&M University.

TCI Wealth Advisors is an investment adviser based in Tucson, AZ, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.37 billion, as filed on 27 August 2026. Its fees, ownership and offices are on the firm’s profile.

Simone Gehner is Chief Compliance Officer and a Shareholder of TCI Wealth Advisors, based in Tucson. She runs as a St. Jude Hero, raising money for St. Jude Children's Hospital.

Credentials

Professional designations

Listed by TCI Wealth Advisors

  • Investment Adviser Certified Compliance Professional®

Key facts

CRD
7329218
Firm
TCI Wealth Advisors · CRD 107373
Role
Shareholder and Chief Compliance Officer
In role since
January 2021 · 5 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Tucson, AZ
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Simone Gehner work?

Simone Gehner has been Shareholder and Chief Compliance Officer of Tci Wealth Advisors, Inc. since January 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 August 2026

How can I verify Simone Gehner’s record?

Simone Gehner’s role is listed on Tci Wealth Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 107373.

Source: Form ADV, Schedule A, filed 27 August 2026

Leadership at TCI Wealth Advisors

Sources

  1. IAPD individual lookup, CRD 7329218, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Tci Wealth Advisors, Inc., filed 27 August 2026. Title, control and ownership bands.
  3. TCI Wealth Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.