Gevers Wealth Management, LLC

EST. AUM
$223,697,704

CONTACTS
3

CLIENT ACCOUNTS
502

Firm Details

Metro area Seattle
CRD Number 340092
Website geverswealth.com
Client types

Overview

Gevers Wealth Management, LLC is an independent boutique wealth management firm based in Issaquah, Washington. Founded in 2025 by William Gevers, Garrett Grigas, and Trey Gevers, the firm specializes in providing clarity to complex financial situations for individuals, families, and business owners. The firm’s "Financial Foundation" approach integrates retirement planning, asset management, and estate coordination into a cohesive strategy. As a fiduciary, Gevers Wealth Management operates on a fee-only basis for its wealth management program, focusing on wealth preservation, growth, and long-term biblical stewardship and community impact through its "Ten Percent Promise."

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Gevers Wealth Management, LLC

Platform Details

Investment Preferences

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