SourcingSourcing

GERBER KAWASAKI, INC.

C23
CRD 153649·SEC 801-79339·SANTA MONICA, CA
AUM
$4.11B
$1B+
Est. Revenue
$41.1M
@ 1% on AUM
Est. EBITDA
$12.3M
@ 30% margin
Est. Deal Value
$98.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GERBER KAWASAKI, INC.
CRD
153649
SEC file #
801-79339
EIN
—
DBA names
Gerber Kawasaki Wealth & Investment Management

Economics

AUM
$4.11B
AUM band
$1B+
AUM trajectory
'20'26
$778.2M → $4.11B▲ +428%
Client mix
Individuals Other8,719
Individuals High Net Worth706
Corporations104
Charitable Organizations51
Pension Profit Sharing Plans37

Operations

Employees (total)
59
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
18 advisors → 36 advisors▲ +100%
Primary office
SANTA MONICA CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
instagram.com/futuremoneypod(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GERBER, ROSS, MATTHEW
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GERBER, ROSS, MATTHEW
KAWASAKI, DANILO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:gerberkawasaki.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
46
Form 5500 Total Compensation
86,327
Form 5500 Compensation Trajectory 3y
202586,327
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
Schedule C Total Compensation
86,327
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
39
Bc Firm IAR Count
39
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2502747
Trust Company Affiliate
No

People (39)

39
KAWASAKI, DANILO
IAR · Direct Owner · 37.5%
4494546
GERBER, ROSS, MATTHEW
IAR · Direct Owner · 37.5%
2502747
Saleem Jimmy Bisharat
IAR
7629566
Daniel L. Mezzera
IAR
7364505
Brett Thomas Sifling
IAR
6897975
Evan Malcolm Rice
IAR
8011941
Kyle Clark
IAR
7180806
Robert Lewis
IAR
7371630
Benjamin Arthur Rosbach
IAR
7995613
Xiaoxiao Bi
IAR
5868168
BENJAMIN THOMAS DUNBAR
IAR
6407185
Ziad Hijazi
IAR
7159376
Mia Elena Samson
IAR
7222246
BRYAN ANTHONY MIRANDA
IAR
5581968
NICHOLAS NATHAN LICOURIS
IAR
6305079
SAGE MICHAEL CASAGA
IAR
7256352
Daniel Pascal Kutsch
IAR
8158010
JULIE VUONG
IAR
6153075
KAYTLIN MARIE HALL
IAR
5968719
Ashley Danielle Guapo
IAR
8031479
HATEM BEN DHIAB
IAR
4993585
ROBERT CARL CASTILLO
IAR
5669083
MATTHEW IANTOSCA
IAR
5507568
EYAL MAIER SHMILOVICH
IAR
5699619
ZACHARY VINCENT BAINTER
IAR
5675357
FRANCINE S LAI
IAR
5444668
Chase McCormick
IAR
8229398
Michael Gilman
IAR
6613584
NICHOLAS PAUL ANDUZE
IAR
6517294
Steven Evensen
IAR
6791965
ELIJAH JEROME SOUZA
IAR
5553426
ROBERT PAUL VETTI
IAR
7218616
Shawn Fernando DaCruz
IAR
7377642
MICHAEL ADAM BAKER
IAR
6357064
RYAN GOMEZ
IAR
6949063
JEFF J. KIM
IAR
5466411
BROGAN GERALD MOONEY
IAR
7148142
BRENDAN JUNG
IAR
6237680
Benedict John McGrath
IAR
7992185