Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management (CRD# 153649) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,806,566,920 in 17,492 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,807
    MILLION
  • Total Number of Accounts
    17,492
    ACCOUNTS
  • Average Account Value
    $103,280
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Gerber Kawasaki Wealth & Investment Management
Showing 1 - 10 of 30 top financial advisors.
1
Nona Agbo
CRD#: 2773278
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Nona Agbo (CRD# 2773278) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 25 years of experience in the finance industry.

2
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 12 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.

3
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 3 years of experience in the finance industry.

4
Xiaoxiao Bi
CRD#: 5868168
2716 Ocean Park Blvd #2020-2022, 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 7 years of experience in the finance industry.

5
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 12 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.

6
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 16 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.

7
Thomas E. Donnelly
CRD#: 6550494
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Thomas Donnelly (CRD# 6550494) 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. Thomas Donnelly 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.

8
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 6 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.

9
Gregory M. Fields
CRD#: 6734007
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Gregory Fields (CRD# 6734007) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 4 years of experience in the finance industry.

10
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 27 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.