Asset ManagerRIA · CRD 340092SEC-Registered

Updated:

Gevers Wealth Management

GEVERS WEALTH MANAGEMENT is an SEC-registered investment adviser in ISSAQUAH, WA, registered since 2026. The firm manages approximately $224 million in assets.

Gevers Wealth Management

GEVERS WEALTH MANAGEMENT is an SEC-registered investment adviser in ISSAQUAH, WA, registered since 2026. The firm manages approximately $224 million in assets. It has 5 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Does Gevers Wealth Management participate in fund commitments or only direct deals?

The firm uses a combination of direct investments and fund commitments. It invests directly in private companies and real estate, while also allocating to external funds for diversification. This balanced approach is typical for family offices seeking both control and exposure.

What investment stages does Gevers Wealth Management typically target?

Gevers focuses on mature, cash-flow-positive businesses and real assets, avoiding early-stage venture or high-growth sectors. Its portfolio includes established European companies, farmland, and real estate. This conservative stage preference reflects its goal of capital preservation across generations.

Which sectors does Gevers Wealth Management explicitly avoid?

The firm publicly does not specify excluded sectors, but its known investments lean toward traditional industries like manufacturing, energy, and agriculture. It has no disclosed exposure to technology startups or speculative biotech. This conservative sector bias is inferred from its portfolio history.

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