Gevers Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$222,160,187
Clients
167
Advisors
3
of 5 employees
About
Gevers Wealth Management provides discretionary wealth management and separate financial consulting services to business owners, trusts, estates, charitable organizations, corporations, associations and certain broker‑dealer customers. Its Wealth Management program includes portfolio construction, ongoing monitoring and rebalancing across a broad set of securities, while Financial Consulting is available on an hourly or flat‑fee basis and does not grant trading authority.
The firm’s investment process blends quantitative and qualitative analysis, using modern portfolio theory and occasional charting to construct portfolios, and it may recommend third‑party independent managers through program relationships. Portfolios can include stocks, bonds, mutual funds, ETFs, REITs and options, and accounts are reviewed regularly with trading and custody typically routed through a recommended custodian.
Operating as a recently registered independent RIA with three advisors managing roughly $224 million in discretionary assets, the firm’s client mix is atypical for peers in its category: it does not include retail individual (non‑HNW) or high‑net‑worth individual segments and instead places emphasis on entities and brokerage customers. Gevers also has formal agreements to provide advisory services to broker‑dealer customers (with related compensation arrangements), reports certain custody practices tied to standing transfer authorities, and fields an advisory team with advanced professional credentials.
Client services
Expertise
Occupation focus
Fee options
Up to $25,000 for flat fee engagements; one-time or ongoing (not to exceed $25,000 annually)
$0 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001 - $20,000,000: 0.75% $20,000,001+: 0.50%
Up to $400 per hour
Main office
5825 221st Place SE, Suite 102
Issaquah WA 98027
Advisors at this office
3
Most active in
Arizona · California · Louisiana · Texas · Washington
Also doing business as
Gevers Wealth Management · Gevers Wealth Management, 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Trey G
Verified by Warmer
Series 66, CFP®
Issaquah, WA
Gevers Wealth Management
Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.
Garrett G
Series 66
Issaquah, WA
Gevers Wealth Management
Garrett Grigas is a financial advisor at Gevers Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Grigas serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management offers discretionary wealth management and financial consulting services primarily to business owners, trusts, estates, charitable organizations, corporations, associations, and broker-dealer customers. The firm utilizes a blend of quantitative and qualitative analysis to construct portfolios and may recommend third-party independent managers.
William G
Series 63, Series 65
Issaquah, WA
Gevers Wealth Management
William Gevers is a financial advisor at Gevers Wealth Management with 33 years of industry experience. He previously worked at Cetera and Capital Planning Corp. Outside of his advisory role, Gevers participates as a volunteer board member for several organizations and is involved as a fly fishing guide, often taking clients on outings or donating packages to charity auctions. Gevers Wealth Management serves business owners, trusts, estates, charitable organizations, corporations, associations, and certain broker-dealer customers by providing discretionary wealth management and separate financial consulting services. The firm employs a blend of quantitative and qualitative analysis to construct portfolios and may incorporate third-party managers, focusing on entity clients rather than individual retail or high-net-worth clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)