Gevers Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, and tax planning.
Gevers Wealth Management reports 168 clients. They include 84 high-net-worth individuals, 83 individual clients and 1 charitable organization. Of its assets, 100.0% ($224M across 502 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 16% |
| High-net-worth individuals | 50% | 83% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 83 | $35.7M | 16.0% | $430K |
| High-net-worth individuals | 84 | $186M | 83.3% | $2.22M |
| Charitable organizations | Fewer than 5 | $1.54M | 0.7% | $1.54M |
| Total | 168 | $224M | 100% | — |
- Clients
- 83
- Regulatory AUM
- $35.7M
- AUM share
- 16.0%
- Avg. per client
- $430K
- Clients
- 84
- Regulatory AUM
- $186M
- AUM share
- 83.3%
- Avg. per client
- $2.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.54M
- AUM share
- 0.7%
- Avg. per client
- $1.54M
Total
- Clients
- 168
- Regulatory AUM
- $224M
- 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
Gevers Wealth Management charges 0.50%–1.25% a year for its Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1.5M | 1.25% |
| $1.5M–$5M | 1.00% |
| $5M–$20M | 0.75% |
| $20M and above | 0.50% |
Fee details and sources
Other fees
- Financial Consulting
- Financial consulting is billed hourly at up to $400 an hour, or as a flat fee of up to $25,000; ongoing consulting is capped at $25,000 a year.
William Gevers owns 50% to 75% of Gevers Wealth Management. It has 5 employees, 3 of them in advisory roles.
Leadership
William GeversManaging Member/CEO/CCO/Iar
Trey GeversMember/COO/Iar
Garrett GrigasMember/CIO/Iar
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Gevers Wealth Management, LLC
William Gevers
Control person · since December 2025
- Owns 10% to 25% of Gevers Wealth Management, LLC
Garrett Grigas
Control person · since December 2025
- Owns 10% to 25% of Gevers Wealth Management, LLC
Trey Gevers
Control person · since December 2025
Besides its headquarters, Gevers Wealth Management has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 5825 221st Place Se, Suite 102, IssaquahHQ
Contact and registration details
- Legal name
- Gevers Wealth Management, LLC
- Headquarters
- 5825 221st Place Se, Suite 102, Issaquah, WA 98027
- Website
- geverswealth.com
- Phone
- 425-902-4840
- SEC file
- 801-135189
- Founded
- 2016
- Structure
- Washington LLC
- Fiscal year end
- December
Gevers Wealth Management uses Charles Schwab ($224M) as custodian for its separately managed accounts. Gevers Wealth Management has custody of $71.3M in client assets for 60 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $224M100%
At year end, Gevers Wealth Management’s separately managed accounts were mostly in funds (81%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds81%
- Cash4%
How many clients does Gevers Wealth Management have?
Gevers Wealth Management has 168 clients and manages $224 million for them, as of June 2026. They include 84 high-net-worth individuals, 83 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 June 2026
What services does Gevers Wealth Management offer?
Gevers Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Gevers Wealth Management charge?
Gevers Wealth Management charges 0.50%–1.25% a year for its Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Gevers Wealth Management use?
Gevers Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $224M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 June 2026
How many financial advisors does Gevers Wealth Management have?
Gevers Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gevers Wealth Management invest in?
At the end of its last fiscal year, Gevers Wealth Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities and 4% 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 Gevers Wealth Management?
Gevers Wealth Management’s direct owners are William Gevers (50% to 75%), Garrett Grigas (10% to 25%) and Trey Gevers (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 June 2026
How does Gevers Wealth Management get paid?
Gevers Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Gevers Wealth Management registered with the SEC?
Yes, Gevers Wealth Management has been registered with the SEC as an investment adviser since 28 January 2026. Its CRD number is 340092 and its SEC file number is 801-135189.
Source: Form ADV Part 1A, Item 1, filed 1 June 2026; IAPD firm record
How do I contact Gevers Wealth Management?
Gevers Wealth Management’s main office is at 5825 221st Place Se, Suite 102, Issaquah, WA 98027. Its phone number is 425-902-4840. Its website is geverswealth.com.