DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Gevers Wealth Management

Independent wealth managerIssaquah, WashingtonCRD 340092SEC 801-135189websiteIAPD
Legal name Gevers Wealth Management, LLC
Latest filing Jun 1, 2026
First filing on the tape Jan 28, 2026 · 3 filings
SEC status approved since Jan 28, 2026
RAUM
$224M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$222M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$74.6M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$224M as of Jun 1, 2026
Jan 28, 2026$0 then
HNW client RAUM$186M as of Jun 1, 2026
Mar 30, 2026$186M then
State-registered IARs (5.B.3)3 as of Jun 1, 2026
Jan 28, 20263 then
Employees (5.A)5 as of Jun 1, 2026
Jan 28, 20265 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 1, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$74.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
56derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.2MderivedHNW RAUM over HNW clients
Average account
$445,613derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Custody
$71.3M, 60 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$186M83%
  • Individuals$35.7M16%
  • Charitable organizations$1.5M0.7%
Individual clients
83reported
HNW clients
84reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
502reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$71.3M for 60 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Garrett Joseph GrigasIssaquah, WaFeb 2, 202614 y2
Trey Robert Lee GeversIssaquah, WaFeb 2, 202615 y2
William Robert GeversIssaquah, WaFeb 2, 202632 y3
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Robert Lee Trey Gevers · Member/Coo/Iarcontrol
        since 12/2025 · owns 10% to 25%
      • Robert William Gevers · Managing Member/Ceo/Cco/Iarcontrol
        since 12/2025 · owns 50% to 75%
      • Joseph Garrett Grigas · Member/Cio/Iarcontrol
        since 12/2025 · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Issaquah, Wa · principal330
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 502
        Jan 28, 2026 to Mar 30, 2026
      • Charity clients · unset to 1.0
        Jan 28, 2026 to Mar 30, 2026
      • HNW clients · unset to 84.0
        Jan 28, 2026 to Mar 30, 2026
      • Individual clients · unset to 83.0
        Jan 28, 2026 to Mar 30, 2026
      • Assets in custody · unset to 71264693.0
        Jan 28, 2026 to Mar 30, 2026
      • Custody of client assets · false to true
        Jan 28, 2026 to Mar 30, 2026
      • Discretionary RAUM · $0 to $224M
        Jan 28, 2026 to Mar 30, 2026
      • HNW RAUM · unset to 186431832.0
        Jan 28, 2026 to Mar 30, 2026
      • Individual RAUM · unset to 35728355.0
        Jan 28, 2026 to Mar 30, 2026
      • RAUM · $0 to $224M
        Jan 28, 2026 to Mar 30, 2026
      Signals
      1 dated events
      • 3 advisors left Cetera Investment Advisers LLC (Issaquah, WA) for Gevers Wealth Management within 7 days
        Feb 6, 2026 · Team lift-out · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business phone
      425-902-4840reportedpublished by the firm, firm site, Sep 16, 2026
      Website
      geverswealth.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      4259024840reportedpublic record, Form ADV, Jun 1, 2026
      Contact form
      geverswealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $74.6Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026