SANTA MONICA, CACRD 153649Latest ADV March 31, 2026
Gerber Kawasaki Wealth & Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 31, 2026, reports $4.1B in regulatory assets under management, 59 employees, and 20,094 accounts.
Top client segmentIndividuals represent 90.6% of total clients.
Top client categories% of clientsClients
1
Individuals
90.6%
8,719
2
HNWI
7.3%
706
3
Corporations
1.1%
104
4
Charitable
0.5%
51
5
Pension Plans
0.4%
37
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of March 31, 2026
Discretionary96.0%
$3.9B
96% of total RAUM96.0%
Non-discretionary4.0%
$166M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.1B
Total Accounts20,094
10Y AUM Change+$3.6B (+717.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees59
Clients per Employee163:1
10Y Employee Change+35 (+145.8%)
* 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.