Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management (CRD# 153649) is a financial advisory firm headquartered in Santa Monica, CA. They manage $2,194,533,583 in 14,394 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,195
    MILLION
  • Total Number of Accounts
    14,394
    ACCOUNTS
  • Average Account Value
    $152,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Gerber Kawasaki Wealth & Investment Management
Showing 1 - 10 of 29 top financial advisors.
1
Zachary V. Bainter
CRD#: 5675357
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Zachary Bainter (CRD# 5675357) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 14 years of experience in the finance industry. Zachary Bainter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael A. Baker
CRD#: 6357064
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Michael Baker (CRD# 6357064) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 6 years of experience in the finance industry.

3
Xiaoxiao Bi
CRD#: 5868168
2800 28th Street, Suite 208, Santa Monica, CA 90405

Xiaoxiao Bi (CRD# 5868168) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 10 years of experience in the finance industry.

4
Robert C. Castillo
CRD#: 5669083
2716 Ocean Park Blvd #2020-2011, Santa Monica, CA 90405

Robert Castillo (CRD# 5669083) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 14 years of experience in the finance industry. Robert Castillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Hatem B. Dhiab
CRD#: 4993585
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Hatem Dhiab (CRD# 4993585) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 18 years of experience in the finance industry. Hatem Dhiab has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Benjamin T. Dunbar
CRD#: 6407185
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Benjamin Dunbar (CRD# 6407185) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 9 years of experience in the finance industry. Benjamin Dunbar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ross M. Gerber
CRD#: 2502747
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Ross Gerber (CRD# 2502747) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 29 years of experience in the finance industry.

8
Kaytlin M. Hall
CRD#: 5968719
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Kaytlin Hall (CRD# 5968719) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 11 years of experience in the finance industry.

9
Matthew Iantosca
CRD#: 5507568
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Matthew Iantosca (CRD# 5507568) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 15 years of experience in the finance industry. Matthew Iantosca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Danilo Kawasaki
CRD#: 4494546
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Danilo Kawasaki (CRD# 4494546) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 21 years of experience in the finance industry. Danilo Kawasaki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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