SourcingSourcing

GEVERS WEALTH MANAGEMENT, LLC

B51
CRD 340092·SEC 801-135189·ISSAQUAH, WA
AUM
$223.7M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$671K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GEVERS WEALTH MANAGEMENT, LLC
CRD
340092
SEC file #
801-135189
EIN
—
DBA names
Gevers Wealth Management

Economics

AUM
$223.7M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth84
Individuals Other83
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
ISSAQUAH WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
geverswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GEVERS, WILLIAM, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GEVERS, WILLIAM, ROBERT
GEVERS, TREY, ROBERT LEE
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
ok
Rdap Domain
GEVERSWEALTH.COM
Rdap Domain Creation Date
2005-03-07T13:13:57Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5253
Soi Zip Pct 200k Plus
0.29
Soi Zip Returns 200k Plus
4,350
Soi Zip Total AGI
2,824,842
Fdic Zip Total Deposits
27,892,653,000
Fdic Zip Branch Count
374
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Key Bank of WashingtonIssaquah, WA
U.S. Bank of Washington, National AssociationIssaquah, WA
Fdic Zip HHI
979.95
Fdic Zip Top Bank Share Pct
20.88
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-03-07T13:13:57Z
Rdap Domain Last Changed
2024-03-25T16:55:26Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,692
Returns2,230
Stub 2
AGI64,804
Returns1,710
Stub 3
AGI106,573
Returns1,710
Soi Zip Total Business Income
63,940
Soi Zip Total Cap Gains
193,359
Soi Zip Total Dividends
90,932
Soi Zip Total Returns
15,000
Top Owner CRD
2381745
Trust Company Affiliate
No

People (3)

3
GEVERS, WILLIAM, ROBERT
IAR · Direct Owner · 62.5%
2381745
GRIGAS, GARRETT, JOSEPH
IAR · Direct Owner · 17.5%
6633597
GEVERS, TREY, ROBERT LEE
IAR · Direct Owner · 17.5%
7251046