William Gevers has been Managing Member/CEO/CCO/Iar of Gevers Wealth Management since December 2025, is a control person of the firm and directly owns between 50% and 75% of it.
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.
William Gevers is Financial Advisor - President of Gevers Wealth. He has over 25 years of experience helping families grow, protect, and transfer wealth, and specializes in retirement and wealth planning, including executive retirement benefits, concentrated stock and stock options, and advanced estate and charitable planning strategies. He has spoken on retirement, investment, and estate planning for organizations including Boeing, Microsoft, the FAA, Hewlett Packard, Weyerhaeuser, and Fred Hutchinson Cancer Research Center.
William Gevers’ longest registration was 25 years at Cetera Advisor Networks LLC (1997–2023). Before joining Gevers Wealth Management in 2026, William 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– · 25 yearsIssaquah, WA · Adviser representative · Firm CRD 13572
- Capital Planning Corp– · 11 yearsBellevue, WA · Adviser representative · Firm CRD 105013
Professional designations
Listed by Gevers Wealth Management
- CPWA®
Investment adviser representative registrations
William Gevers is registered as an investment adviser representative in 2 states. The first approvals date from February 2026; the most recent is Texas, in July 2026.
- TexasSince 17 July 2026
- WashingtonSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 February 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 1993 |
| Series 7 | General Securities Representative Examination | 28 September 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Robert Gevers
- CRD
- 2381745
- Firm
- Gevers Wealth Management · CRD 340092
- Role
- Managing Member/CEO/CCO/Iar
- Office
- 5825 221ST PLACE SE, SUITE 102, Issaquah, WA 98027
- Registration
- Investment adviser registration
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- geverswealth.com
Where does William Gevers work?
William Gevers has been Managing Member/CEO/CCO/Iar of Gevers Wealth Management, LLC since December 2025, and is a control person of the firm.
Is William Gevers a financial advisor?
Yes. William Gevers has a current investment-adviser registration in Texas and Washington, through Gevers Wealth Management since February 2026.
How many years of experience does William Gevers have?
William Gevers has 33 years in the financial industry, since September 1993, across 4 adviser firms.
What exams has William Gevers passed?
William Gevers has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in September 1993. FINRA credited William Gevers with the SIE, which began in October 2018.
Where did William Gevers work before Gevers Wealth Management?
Before Gevers Wealth Management, William Gevers was registered through Cetera Advisor Networks LLC, July 1997 to June 2023; Capital Planning Corp, February 1994 to December 2005.
Where is William Gevers based?
William Gevers’ registered office is in Issaquah, WA.
Is William Gevers registered with FINRA?
No. William Gevers has no current broker registration.
How can I verify William Gevers’ record?
Search CRD 2381745 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Gevers’ full registration record.
