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Building 2GEVERS WEALTH MANAGEMENT

Map pinISSAQUAH, WA
Phone4259024840
NotebookSEC #801-135189
Total AUM
$223.7M
Employees
5
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5825 221ST PLACE SE
SUITE 102
ISSAQUAH
WA 98027
United States
Operating Hours
9-5
Monday - Friday
Phone
4259024840

ReceiptFinancials

Total AUM
$223.7M
Accounts
502
Discretionary
$223.7M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$35.7M
HNW Individual Clients
84
AUM
$186.4M
Charitable Organization Clients
1
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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