Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management (CRD# 153649) is a financial advisory firm headquartered in Santa Monica, CA. They manage $778,248,357 in 13,767 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    778
    MILLION
  • Total Number of Accounts
    13,767
    ACCOUNTS
  • Average Account Value
    $56,530
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, FL, HI, IL, LA, MA, MD, MI, NJ, NY, OR, TX, VA, WA

Financial Advisors at Gerber Kawasaki Wealth & Investment Management
Showing 11 - 20 of 20 top financial advisors.
11
Danilo Kawasaki
CRD#: 4494546
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 17 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.

12
Francine S. Lai
CRD#: 5444668
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 9 years of experience in the finance industry.

13
Nicholas N. Licouris
CRD#: 6305079
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 5 years of experience in the finance industry.

14
Julie J. Logsden Mellor
CRD#: 3102193
Santa Monica, CA 90405

Julie Logsden Mellor (CRD# 3102193) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 20 years of experience in the finance industry.

15
Bryan A. Miranda
CRD#: 5581968
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 10 years of experience in the finance industry.

16
Bryan A. Schimmel
CRD#: 5855061
Santa Monica, CA 90405

Bryan Schimmel (CRD# 5855061) 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.

17
Eyal M. Shmilovich
CRD#: 5699619
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 9 years of experience in the finance industry.

18
Brett T. Sifling
CRD#: 6897975
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 1 year of experience in the finance industry.

19
Elijah J. Souza
CRD#: 5553426
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 10 years of experience in the finance industry.

20
Wendy W. Turk
CRD#: 5880914
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 8 years of experience in the finance industry.

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