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 organized as a corporation and registered with the SEC since 2014. The firm is owned by an individual and describes itself as a capital allocator serving both individual/family and institutional clients. Revenue is generated through a mix of fee models, including percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Advisory capabilities cover financial planning and portfolio management across individual, small business, institutional and pooled-investment contexts, plus pension consulting and manager selection. The firm also operates as an insurance broker and is identified as a sponsor/GP/managing member of pooled investment vehicles. It does not position itself as an active ESG investor.