{"url":"https://nivawealth.com/firms/gevers-wealth-management-340092","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340092","regulatoryAum":223697704,"crd":"340092","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7251046","suffix":null,"lastName":"GEVERS","firstName":"TREY","middleName":"ROBERT LEE"},{"crd":"2381745","suffix":null,"lastName":"GEVERS","firstName":"WILLIAM","middleName":"ROBERT"},{"crd":"6633597","suffix":null,"lastName":"GRIGAS","firstName":"GARRETT","middleName":"JOSEPH"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135189","legalName":"Gevers Wealth Management, LLC","displayName":"Gevers Wealth Management","slug":"gevers-wealth-management-340092","website":"https://geverswealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/340092/f23afd56eb8a45f6-r1.webp","tone":"light","width":660,"height":200,"sourceUrl":"https://geverswealth.com/","sourceLabel":"Gevers Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2016","organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5825 221st Place Se, Suite 102","city":"Issaquah","state":"WA","stateName":"Washington","country":"United States","postalCode":"98027"},"tradeNames":[],"registration":{"secApproved":"28 January 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1330300.520958084,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":223697704,"discretionary":223697704,"discretionaryAccounts":502,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":83,"regulatoryAum":35728355},{"label":"High-net-worth individuals","clients":84,"regulatoryAum":186431832},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":1537517}],"feePrograms":[{"role":"main","program":"Wealth Management","feeBasis":"marginal","fee_tiers":[{"to":1500000,"pct":1.25,"from":0},{"to":5000000,"pct":1,"from":1500000},{"to":20000000,"pct":0.75,"from":5000000},{"to":null,"pct":0.5,"from":20000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033498","versionId":1033498,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"ADV PART 2A-2B","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033498","versionId":1033498,"submittedOn":"2026-03-30","documentName":"ADV PART 2A-2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:13:53.927347+00:00","documents":[{"name":"ADV PART 2A-2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033498","versionId":1033498,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":223697704}],"custodyNote":"Gevers Wealth Management has custody of $71.3M in client assets for 60 clients.","leadership":[{"name":"William Gevers","title":"Managing Member/CEO/CCO/Iar","crd":"2381745"},{"name":"Trey Gevers","title":"Member/COO/Iar","crd":"7251046"},{"name":"Garrett Grigas","title":"Member/CIO/Iar","crd":"6633597"}],"ownership":[{"label":"William Gevers","detail":"Managing member/ceo/cco/iar in the 50% to 75% ownership band and a control person, since December 2025."},{"label":"Garrett Grigas","detail":"Member/cio/iar in the 10% to 25% ownership band and a control person, since December 2025."},{"label":"Trey Gevers","detail":"Member/coo/iar in the 10% to 25% ownership band and a control person, since December 2025."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":1,"addresses":[{"street":"5825 221st Place Se, Suite 102","city":"Issaquah","headquarters":true}]}],"brochureServices":["estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"425-902-4840","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":15},{"label":"Securities issued by registered investment companies or business development companies","percent":81},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"1 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340092/PDF/340092.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033498","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Gevers Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gevers Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gevers Wealth Management charge?","answer":"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.","source":"ADV PART 2A-2B, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gevers Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gevers Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gevers Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gevers Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gevers Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gevers Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gevers Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}