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Gem-Young Wealth Advisors, LLC

Updated today

Client assets under management

$109,297,000

Clients

291

4% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

97

Very High

Average account size

$375,591

About

Gem-Young Wealth Advisors, LLC provides portfolio management, financial planning, and advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporations or business entities. The firm offers both one‑time financial planning (gWealth Select) and ongoing portfolio management (gWealth Premier), and it generally charges asset‑based fees for portfolio management.

The firm documents client objectives in an Investment Policy Statement and manages accounts on a discretionary basis, employing fundamental analysis and both long‑ and short‑term trading approaches. As part of its services GYWA conducts due diligence and may allocate client assets to third‑party managers, with ongoing performance reviews of those managers.

Notable distinctions in the brochure include an ownership connection to Gem‑Young Insurance and Financial Services Inc. and an explicit use of insurance products (including annuities) among acceptable investments. The brochure also discloses fee‑sharing arrangements with named third‑party managers (e.g., Ladenburg Thalmann and AssetMark), a requirement that clients use the firm’s recommended custodian (TD Ameritrade), and policies on personal trading and potential soft‑dollar benefits.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Annuities Real estate investing

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Fee options

Fixed

One-time financial planning fee for clients with $250,000 or less assets (specific amount not stated).

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.00% $1,500,000 - $2,500,000: 0.75% $2,500,000 - $5,000,000: 0.50%

Other

Fee-only: One-time fee for financial planning for clients with $250,000 or less assets (amount not specified). Portfolio management fees as tiered above.

Main office location

Gem-Young Wealth Advisors, LLC

3792 Starrs Centre Dr.

Canfield OH 44406, United States

Number of offices

1

Most active in

Ohio · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen D

CFP®, Series 65

Canfield, OH

Gem-Young Wealth Advisors, LLC

Stephen Daprile is a CFP® with seven years of industry experience, currently serving as an advisor at Gem-Young Wealth Advisors, LLC. He has been with the firm since 2019 and holds a Series 65 license. Gem-Young Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates fundamental analysis, long- and short-term trading, and includes insurance products alongside traditional investment vehicles in its offerings.

College savings (529s, UTMA, etc.) Annuities Real estate investing
user avatar

Leo D

ChFC®, Series 63

Canfield, OH

Gem-Young Wealth Advisors, LLC

Leo Daprile is a financial advisor with Gem-Young Wealth Advisors, LLC, holding the ChFC® designation and Series 63 license, with 41 years of industry experience. He previously worked at Investacorp, Inc. for 25 years and has been involved with GEM-Young Insurance Agency, Inc. since 1985. Outside of advisory work, he is a co-owner of 3D Leasing, LLC. Gem-Young Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates insurance products alongside traditional investments and uses fundamental analysis combined with both long- and short-term trading strategies.

College savings (529s, UTMA, etc.) Annuities Real estate investing
user avatar

Kelly V

Series 65

Canfield, OH

Gem-Young Wealth Advisors, LLC

Kelly Vinopal is a financial advisor at Gem-Young Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Commonwealth Financial Network and Bucholtz & Germo. Prior to her advisory career, she was associated with the Youngstown Columbiana Association of Realtors. Gem-Young Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm integrates insurance products with traditional investments and employs fundamental analysis alongside both long- and short-term trading strategies.

College savings (529s, UTMA, etc.) Annuities Real estate investing
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