GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2014

Total AUM

$4.1B

Discretionary

$3.9B

96% of AUM

Avg account

$205K

Accounts

20,094

Employees

Advisory reps

Firm details

Headquarters: SANTA MONICA, California
CRD number: 153649
Registered since: March 14, 2014
Website: gerberkawasaki.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals53.19%
HNWI44.32%
Corporations / Businesses1.55%
Pension & Profit Sharing Plans0.43%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gerber Kawasaki Wealth & Investment Management is an independent registered investment adviser operating as a corporation and registered with the SEC since 2014. The firm positions itself as a multi-capability wealth manager and capital allocator that serves both individual/family clients and institutional accounts. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection-of-advisers work. The firm also operates as an insurance broker and is involved as a sponsor, general partner or managing member of pooled investment vehicles. Fee arrangements include a mix of percentage-of-AUM, hourly and fixed-fee engagements, alongside other fee structures. Gerber Kawasaki does not identify as an active ESG investor in the provided materials.