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GEMMER ASSET MANAGEMENT LLC

WALNUT CREEK, CA · CRD 109034 · IAPD ↗ · 925-933-3786

$2.36BRegulatory AUM
9Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — GEMMER ASSET MANAGEMENT LLC notice-filed in MD, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — GEMMER ASSET MANAGEMENT LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — GEMMER ASSET MANAGEMENT LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — GEMMER ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — GEMMER ASSET MANAGEMENT LLC notice-filed in HI, NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.