Van Gemeren Wealth Management, Inc.

Van Gemeren Wealth Management, Inc. (CRD# 140574) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $528,951 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $264,476
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Van Gemeren Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter Van Gemeren
CRD#: 5149200
1670 Riviera Ave., Suite 220, Walnut Creek, CA 94596
90
Wealthminder
score

Peter Van Gemeren (CRD# 5149200) is an Investment Advisor Representative working at Van Gemeren Wealth Management, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry. Peter Van Gemeren 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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