DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner23 years in industry

ANGELA MARIE WRIGHT

Advisor at GEMMER ASSET MANAGEMENT LLC

WALNUT CREEK, CA | Pleasant Hill, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c21d7b60-f381-d93e-0d78-b9cedfa493f3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GEMMER ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 14, 2003
First registration: Apr 5, 2006
Dual registered: no
Other names: ANGELA MARIE WRIGHT|ANGELA BAUMSTEIGER|ANGELA MARIE WRIGHT|ANGELA MARIE CRAWFORD
IAPD individual key: 4679860

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GEMMER ASSET MANAGEMENT LLC	Independent wealth	May 9, 2024	n/a	yes	Pleasant Hill, CA\|WALNUT CREEK, CA	Current employment
DEL MONTE GROUP, LLC	Former SEC adviser	Nov 12, 2008	Jun 13, 2024	no	ALAMO, CA	Previous registration
DESTINATION WEALTH MANAGEMENT	Independent wealth	May 17, 2007	Jun 9, 2008	no	WALNUT CREEK, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 5, 2006	Jul 7, 2006	no	SAN RAMON, CA\|SAN RAMON, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DEL MONTE GROUP, LLC	GEMMER ASSET MANAGEMENT LLC	Jun 13, 2024	May 9, 2024	-35	Firm change after gap	RIA to RIA
DESTINATION WEALTH MANAGEMENT	DEL MONTE GROUP, LLC	Jun 9, 2008	Nov 12, 2008	156	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	DESTINATION WEALTH MANAGEMENT	Jul 7, 2006	May 17, 2007	314	Firm change	Other

Relationships

Registered with (4)

→ GEMMER ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
May 9, 2024 to presentfactForm ADV
→ DEL MONTE GROUP, LLCRegistered adviserregistration: previous registration
Nov 12, 2008 to Jun 13, 2024factForm ADV
→ DESTINATION WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 17, 2007 to Jun 9, 2008factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 5, 2006 to Jul 7, 2006factForm ADV

Dated events

Occurred
Jun 13, 2024
Advisor changed firm
Angela Marie Wright left Del Monte Group, Llc for Gemmer Asset Management Llc (registered 2024-05-09)
Form ADVobserved 5 days ago