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 29 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 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.

AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

Financial Advisors at Gerber Kawasaki Wealth & Investment Management
Showing 11 - 20 of 27 top financial advisors.
11
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 12 years of experience in the finance industry.

12
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 19 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.

13
Francine S. Lai
CRD#: 5444668
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Francine Lai (CRD# 5444668) 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.

14
Nicholas N. Licouris
CRD#: 6305079
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Nicholas Licouris (CRD# 6305079) 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.

15
Bryan A. Miranda
CRD#: 5581968
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Bryan Miranda (CRD# 5581968) 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.

16
Eyal M. Shmilovich
CRD#: 5699619
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Eyal Shmilovich (CRD# 5699619) 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.

17
Brett T. Sifling
CRD#: 6897975
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Brett Sifling (CRD# 6897975) 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.

18
Elijah J. Souza
CRD#: 5553426
2716 Ocean Park Blvd, #2020-2022, Santa Monica, CA 90405

Elijah Souza (CRD# 5553426) 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.

19
Wendy W. Turk
CRD#: 5880914
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Wendy Turk (CRD# 5880914) 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.

20
Eva R. Agi
CRD#: 7233977
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Eva Agi (CRD# 7233977) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.

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