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Gemini Wealth
Gemini Wealth is a US-based RIA and multi-family office managing capital for high-net-worth families through fiduciary advisory services.
Gemini Wealth
Gemini Wealth is a registered investment advisor (RIA) serving high-net-worth and ultra-high-net-worth families in the United States. The firm's wealth-origin model is typical of multi-family offices: it aggregates the capital of multiple families rather than managing a single fortune. Public filings with the SEC confirm its RIA registration status, which requires fiduciary duty to clients. Gemini Wealth's investment approach combines traditional asset allocation with financial planning services. The firm likely allocates across public equities, fixed income, alternatives, and cash — standard for wealthy families seeking diversification. As an RIA, it can access third-party managers and direct investments, though specific portfolio companies or deal history are not disclosed. The firm's team size and organizational structure are not publicly detailed. Like many RIAs, Gemini Wealth may operate with a lean team of financial advisors, portfolio managers, and support staff. No significant philanthropic entities or adjacent vehicles are recorded in available public documents. Gemini Wealth's structural differentiator is its RIA registration, which imposes a fiduciary standard on all client relationships. This contrasts with broker-dealers that may operate under a suitability standard. The firm's commitment to fiduciary duty is a core selling point for families seeking unbiased advice, though its scale and specific mandates remain opaque.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
US
City
—
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).
Is Gemini Wealth a single-family office or a multi-family office?
Based on its RIA registration and public filings, Gemini Wealth operates as a multi-family office. It serves multiple unrelated families, unlike single-family offices that manage the wealth of one family. The multi-family structure allows smaller fixed operational costs while providing similar services.
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.
Does Gemini Wealth have a minimum account size?
Minimum account requirements are not publicly disclosed. However, RIAs serving high-net-worth families often set minimums in the range of $1 million to $5 million. Specific thresholds would be detailed in the firm's Form ADV or advisory contract.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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