Gerritz Wealth Management, Inc.

Overview

Gerritz Wealth Management, Inc. is a small, client-focused advisory firm that manages equity-heavy portfolios for individuals and families. The firm provides discretionary portfolio management to individuals and small businesses and charges fees as a percentage of assets under management. Investment activity is centered on exchange-traded equities, reflecting a clear preference for equity exposure as the primary return engine. Gerritz Wealth Management is not an ESG-focused manager, does not act as a pension consultant, and is not set up as a multi-state adviser. Given the firm’s size and client base, the approach appears hands-on and tailored rather than institutional or product-driven. Portfolios are likely constructed with core equity allocations implemented through exchange-traded instruments, supplemented with selective strategies to meet client-level objectives such as income, growth, or tax efficiency.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices