GEVERS WEALTH MANAGEMENT

Legal name: GEVERS WEALTH MANAGEMENT, LLC

CRD 340092File 801-135189

APPROVED

Retail clients

Custody

Filing as of Jun 1, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$223.7M

Below cohort median (national)

Discretionary AUM

$223.7M

Clients

168

502 accounts

Employees

Below cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 28, 2026
Principal office: 5825 221ST PLACE SE, SUITE 102, ISSAQUAH, WA, 98027
Phone: 4259024840
Website: http://www.geverswealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $223.7M
Discretionary AUM: $223.7M
Non-discretionary AUM: $0
Discretionary accounts: 502
Non-discretionary accounts: 0
Total accounts: 502
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.5M
High net worth individuals	84	$186.4M
Individuals (other than high net worth individuals)	83	$35.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Registration	APPROVED-120	APPROVED
Apr 1, 2026	Custody	No	Yes
Apr 1, 2026	AUM	$0	$223,697,704	increased by$223,697,704
Apr 1, 2026	Accounts	0	502	increased by502
Feb 1, 2026	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GEVERS WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GEVERS WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.