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 21 - 29 of 29 top financial advisors.
21
Sage M. Casaga
CRD#: 7256352
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Sage Casaga (CRD# 7256352) 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.

22
Kyle Clark
CRD#: 7180806
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Kyle Clark (CRD# 7180806) 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.

23
Shawn F. Dacruz
CRD#: 7377642
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Shawn Dacruz (CRD# 7377642) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 2 years of experience in the finance industry.

24
Steven Evensen
CRD#: 6791965
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Steven Evensen (CRD# 6791965) 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.

25
Ziad Hijazi
CRD#: 7159376
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Ziad Hijazi (CRD# 7159376) 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.

26
Robert Lewis
CRD#: 7371630
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Robert Lewis (CRD# 7371630) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 2 years of experience in the finance industry.

27
Drew M. Marinelli
CRD#: 7323708
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Drew Marinelli (CRD# 7323708) 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.

28
Daniel L. Mezzera
CRD#: 7364505
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Daniel Mezzera (CRD# 7364505) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 2 years of experience in the finance industry.

29
Mia E. Samson
CRD#: 7222246
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Mia Samson (CRD# 7222246) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 2 years of experience in the finance industry.

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