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Gemini Wealth
Gemini Wealth is a multi family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
GEMINI WEALTH is a state-registered investment adviser. It reports 2 employees, of whom 2 perform investment advisory functions.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
US
Corporate office
United States
Sector focus
Frequently asked questions
What regulatory structure does Gemini Wealth operate under?
Gemini Wealth is registered as an investment advisor under the Investment Advisers Act of 1940. This registration is with the SEC or a state securities regulator, depending on assets under management. The firm is required to file Form ADV annually, disclosing its business practices, fees, and any disciplinary history (per SEC IARD records).
What investment services does Gemini Wealth offer?
Gemini Wealth provides investment management, financial planning, estate planning, and tax strategies. As an RIA, it can construct customized portfolios across asset classes, including public equities, fixed income, and alternative investments. The firm's fiduciary duty requires acting in clients' best interests.
How does Gemini Wealth generate revenue?
As a fee-only RIA, Gemini Wealth charges clients based on a percentage of assets under management, a flat annual fee, or an hourly rate. This fee-only structure is intended to align the firm's incentives with client outcomes, avoiding commissions from product sales.
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