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GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD 153649 · IAPD ↗ · 310-399-6397

$4.11BRegulatory AUM
36Advisory reps
59Employees
10Clients
1-10Planning clients
0Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT reported RAUM up 29% ($3.19B -> $4.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2025 — GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT notice-filed in PR, WY.
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.