Bellvue, WA Office

Gerber Kawasaki Wealth & Investment Management advises a broad mix of clients — thousands of individual households, retirement plans, trusts and corporations — and also accepts investment‑company and state/municipal clients. The firm provides wealth management, modular financial planning, pension consulting, selection-of-advisers services, and ancillary offerings such as tax preparation and estate‑planning tools.

The firm offers both discretionary and non‑discretionary portfolio management and builds individualized models after a data‑gathering interview, employing fundamental and technical analysis alongside long‑ and short‑term strategies. Its active management approach includes systematic rebalancing, tax‑loss harvesting and stop‑loss practices, and it maintains a dedicated “Wealth Building/Get Invested” program to onboard smaller investors.

Distinctive elements include an unusually high client load (about 255 clients per advisor) and the combination of retail advisory work with institutional roles — Gerber Kawasaki acts as sub‑adviser to the AdvisorShares Gerber Kawasaki ETF and makes certain investment opportunities available through an affiliated pooled vehicle (GK Private Investment, LLC) and third‑party alternative‑investment platforms. The firm is also licensed and operates as an insurance agency and offers in‑house tax services, which create additional revenue streams and conflict‑of‑interest considerations that the brochure discloses.