Gem-Young Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$109,297,000
Clients
291
Advisors
3
of 6 employees
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
Expertise
Fee options
One-time financial planning fee for clients with $250,000 or less assets (specific amount not stated).
$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%
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
3792 Starrs Centre Dr.
Canfield OH 44406
Advisors at this office
3
Most active in
Ohio · Pennsylvania · Texas
Also doing business as
Daprile, Leo J · Gem Young Wealth Advisors, LLC · Gem Young Wealth Advisors, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
Leo D
ChFC®, Series 63
Canfield, OH
Gem-Young Wealth Advisors, LLC
Leo Daprile is a ChFC® with over 40 years of experience in the financial services industry. He has been with Gem-Young Wealth Advisors, LLC since 2014 and has been involved with GEM-Young Insurance Agency, Inc. since 1985. Gem-Young Wealth Advisors, LLC provides portfolio management, financial planning, and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and both long- and short-term trading strategies, managing accounts on a discretionary basis and conducting due diligence on third-party managers.
Kelly V
Series 65
Canfield, OH
Gem-Young Wealth Advisors, LLC
Kelly Vinopal is a financial advisor with Gem-Young Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Gem-Young Wealth Advisors, Vinopal has worked with several firms including \u0026PARTNERS, Commonwealth Financial Network, and Bucholtz & Germo. Gem-Young Wealth Advisors provides portfolio management, financial planning, and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses an Investment Policy Statement to document client objectives and manages accounts on a discretionary basis with both fundamental analysis and various trading approaches.
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