Gemmer Asset Management provides portfolio management for individuals and small businesses.
Gemmer Asset Management reports 1,285 clients. They include 711 individual clients, 559 high-net-worth individuals, and 7 corporations and other businesses. Of its assets, 100.0% ($2.36B across 3,787 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 12% |
| High-net-worth individuals | 44% | 85% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Other investment advisers | <1% | <1% |
| Other client typesCorporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 711 | $293M | 12.4% | $412K |
| High-net-worth individuals | 559 | $2.02B | 85.5% | $3.6M |
| Pension and profit-sharing plans | Fewer than 5 | $2.72M | 0.1% | $907K |
| Charitable organizations | Fewer than 5 | $13.9M | 0.6% | $3.48M |
| Other investment advisers | Fewer than 5 | $21.3M | 0.9% | $21.3M |
| Corporations and other businesses | 7 | $11.2M | 0.5% | $1.61M |
| Total | 1,285 | $2.36B | 100% | — |
- Clients
- 711
- Regulatory AUM
- $293M
- AUM share
- 12.4%
- Avg. per client
- $412K
- Clients
- 559
- Regulatory AUM
- $2.02B
- AUM share
- 85.5%
- Avg. per client
- $3.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.72M
- AUM share
- 0.1%
- Avg. per client
- $907K
- Clients
- Fewer than 5
- Regulatory AUM
- $13.9M
- AUM share
- 0.6%
- Avg. per client
- $3.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $21.3M
- AUM share
- 0.9%
- Avg. per client
- $21.3M
- Clients
- 7
- Regulatory AUM
- $11.2M
- AUM share
- 0.5%
- Avg. per client
- $1.61M
Total
- Clients
- 1,285
- Regulatory AUM
- $2.36B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Gemmer Asset Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Charles Blankley owns 25% to 50% of Gemmer Asset Management. The leadership team of Gemmer Asset Management includes Chief Compliance Officer Patricia Mullin. It has 16 employees, 9 of them in advisory roles.
Leadership
- Patricia MullinChief Compliance Officer
- David GemmerPrincipal
- Charles BlankleyPrincipal
- Scott GemmerPrincipal
- Brian GemmerPrincipal
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Charles Jason Blankley
- Timothy James Corriero
- Brian Craig Gemmer
- David Leroy Gemmer
- Scott David Gemmer
- Michael Walter Mischler
- Angela Marie Wright
- Catherine Grace Wright
Staff
- 16 employees
- 9 in advisory functions
- 8 state-registered reps
- 29 soliciting firms
- Owns 25% to 50% of Gemmer Asset Management LLC
Charles Blankley
Control person · since January 2003
- Owns 25% to 50% of Gemmer Asset Management LLC
Scott Gemmer
Control person · since December 2004
- Owns 25% to 50% of Gemmer Asset Management LLC
Brian Gemmer
Control person · since January 2006
Gemmer Asset Management’s regulatory assets grew 1.7× from $1.39B (July 2021) to $2.36B (March 2026); clients rose from 1,099 to 1,285 and employees from 10 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.36B | 1,285 | 16 | 3 |
| March 2025 | $2.01B | 1,380 | 15 | 3 |
| May 2024 | $1.7B | 1,174 | 14 | 3 |
| March 2023 | $1.45B | 1,134 | 12 | 2 |
| April 2022 | $1.72B | 1,134 | 12 | 2 |
| July 2021 | $1.39B | 1,099 | 10 | 5 |
Besides its headquarters, Gemmer Asset Management has 2 offices (2 private residences, listed without an address), with 1 listed address in California.
California · 1 listed address
- 1655 North Main St, Suite 360, Walnut CreekHQ
Other business names
Gemmer Asset Management has reported 2 other business names to the SEC.
- Juris Wealth
- Wright Wealth Management LLC
Contact and registration details
- Legal name
- Gemmer Asset Management LLC
- Headquarters
- 1655 North Main St, Suite 360, Walnut Creek, CA 94596
- Website
- gemmerllc.com
- Phone
- 925-933-3786
- @gemmer-asset-management-llc
- SEC file
- 801-56517
- Founded
- 1992
- Structure
- California LLC
- Fiscal year end
- December
Gemmer Asset Management uses Charles Schwab ($2.32B) as custodian for its separately managed accounts. Gemmer Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co · San Francisco, CA · $2.32B100%
At year end, Gemmer Asset Management’s separately managed accounts were mostly in stocks (61%) and funds (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.49B across 187 positions; the largest are Schwab Strategic TR (11.5%), Schwab Strategic TR (7.9%) and Schwab Strategic TR (7.1%).
What the accounts hold
- Stocks61%
- Funds37%
- Bonds1%
- Cash1%
Reported 13F holdings
- $1.49B
- Reported 13F value
- 187
- Positions
- 57.2%
- In the 10 largest
- +17.6%
- Value vs. prior quarter
- Schwab Strategic TR · Intl Eqty ETF11.5%
- Schwab Strategic TR · US Lcap VA ETF7.9%
- Schwab Strategic TR · US Lcap GR ETF7.1%
- Micron Technology Inc.6.7%
- Schwab Strategic TR · Fundamental US L5.6%
- Vanguard BD Index Fds · Short Trm Bond4.4%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt4.3%
- Schwab Strategic TR · US Sml Cap ETF3.7%
- Nvidia Corporation3.4%
- SPDR Index Shs Fds · ST Str MSCI Eafe2.6%
Together, the ten largest are 57.2% of reported value.
How many clients does Gemmer Asset Management have?
Gemmer Asset Management has 1,285 clients and manages $2.36 billion for them, as of March 2026. They include 711 individual clients, 559 high-net-worth individuals, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Gemmer Asset Management offer?
Gemmer Asset Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gemmer Asset Management use?
Gemmer Asset Management’s separately managed account assets are held at Charles Schwab & Co (San Francisco, CA), with $2.32B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Gemmer Asset Management have?
Gemmer Asset Management has 8 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gemmer Asset Management invest in?
At the end of its last fiscal year, Gemmer Asset Management’s separately managed accounts held 61% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gemmer Asset Management?
Gemmer Asset Management’s direct owners are Charles Blankley, Scott Gemmer and Brian Gemmer, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Gemmer Asset Management get paid?
Gemmer Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Gemmer Asset Management registered with the SEC?
Yes, Gemmer Asset Management has been registered with the SEC as an investment adviser since 21 May 1999. Its CRD number is 109034 and its SEC file number is 801-56517.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Gemmer Asset Management?
Gemmer Asset Management’s main office is at 1655 North Main St, Suite 360, Walnut Creek, CA 94596. Its phone number is 925-933-3786. Its website is gemmerllc.com.