Gerstemeier Financial Group,Llc is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 2, 2026, reports $143M in regulatory assets under management, 2 employees, 1 office, and 229 accounts.
Top client segmentHNWI represent 57.3% of total clients.
Top client categories% of clientsClients
1
HNWI
57.3%
43
2
Individuals
40.0%
30
3
Charitable
2.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 2, 2026
Discretionary100.0%
$143M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$143M
Total Accounts229
10Y AUM Change+$29M (+25.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.