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GEVERS WEALTH MANAGEMENT

ISSAQUAH, WA · CRD 340092 · IAPD ↗ · geverswealth.com · 4259024840

$223.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — GEVERS WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2026 — GEVERS WEALTH MANAGEMENT notice-filed in AZ, CA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — GEVERS WEALTH MANAGEMENT now reports custody of client assets ($71.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — GEVERS WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2026 — GEVERS WEALTH MANAGEMENT (ISSAQUAH, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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