Managing Member/ceo/cco/iar · Gevers Wealth Management
William R. Gevers
CRD 2381745 · Named on Form ADV at one SEC-registered adviser
At a glance
Gevers Wealth Management, an SEC-registered wealth manager based in Issaquah, WA with $224 million in regulatory assets, lists William R. Gevers on its Form ADV as Managing Member/ceo/cco/iar, a control person.
Firms and roles
- Gevers Wealth ManagementManaging Member/ceo/cco/iarWealth manager · Issaquah, WA · $224M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Garrett J. GrigasMember/cio/iar, Gevers Wealth Management
- Trey R. GeversMember/coo/iar, Gevers Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.