Trey Gevers has been Member/COO/Iar of Gevers Wealth Management since December 2025, is a control person of the firm and directly owns between 10% and 25% of it. Trey Gevers holds a Degree in Business Administration from the University of Redlands.
Gevers Wealth Management, LLC is an Issaquah, WA firm with $224M under management, 168 clients and 3 advisers in one office, as of its June 2026 filing.
Trey Gevers is Financial Advisor - Partner of Gevers Wealth, based in Issaquah, WA. He specializes in helping people navigate retirement and in turning a nest egg into a sustainable retirement paycheck. He has particular depth working with Costco professionals navigating retirement.
Trey Gevers’ longest registration was 2 years at Cetera Investment Advisers LLC (2023–2026). Before joining Gevers Wealth Management in 2026, Trey Gevers was registered through Cetera Investment Advisers LLC and Cetera Advisor Networks LLC.
- Gevers Wealth ManagementCurrent– present · under a yearIssaquah, WA · Adviser representative · Firm CRD 340092
- Cetera Investment Advisers LLC– · 2 yearsIssaquah, WA · Adviser representative · Firm CRD 105644
- Cetera Advisor Networks LLC– · 2 yearsIssaquah, WA · Adviser representative · Firm CRD 13572
Professional designations
Listed by Gevers Wealth Management
- CFP®
Investment adviser representative registrations
Trey Gevers is registered as an investment adviser representative in Washington, since February 2026.
- WashingtonSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 June 2021 |
| Series 7TO | General Securities Representative Examination | 22 May 2021 |
| SIE | Securities Industry Essentials Examination | 11 September 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trey Robert Lee Gevers
- CRD
- 7251046
- Firm
- Gevers Wealth Management · CRD 340092
- Role
- Member/COO/Iar
- Office
- 5825 221ST PLACE SE, SUITE 102, Issaquah, WA 98027
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- geverswealth.com
Where does Trey Gevers work?
Trey Gevers has been Member/COO/Iar of Gevers Wealth Management, LLC since December 2025, and is a control person of the firm.
Is Trey Gevers a financial advisor?
Yes. Trey Gevers has a current investment-adviser registration in Washington, through Gevers Wealth Management since February 2026.
How many years of experience does Trey Gevers have?
Trey Gevers has 5 years in the financial industry, since May 2021, across 3 adviser firms.
What exams has Trey Gevers passed?
Trey Gevers has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2020.
Where did Trey Gevers work before Gevers Wealth Management?
Before Gevers Wealth Management, Trey Gevers was registered through Cetera Advisor Networks LLC, June 2021 to June 2023.
Where is Trey Gevers based?
Trey Gevers’ registered office is in Issaquah, WA.
Is Trey Gevers registered with FINRA?
No. Trey Gevers has no current broker registration.
Is Trey Gevers a CFP?
Gevers Wealth Management lists Trey Gevers with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Trey Gevers’ record?
Search CRD 7251046 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trey Gevers’ full registration record.
