Gerber Kawasaki Wealth & Investment Management

What Gerber Kawasaki Wealth & Investment Management does

Gerber Kawasaki Wealth & Investment Management is a privately held, SEC-registered investment advisor (RIA) headquartered in Santa Monica, California, founded in 2010. The firm delivers wealth and investment management services through a multi-tiered program structure: a Wealth Building program for younger individuals and families with no stated minimum, a Wealth Management program for clients with a $250,000 minimum in investable assets, and a Private Client program for clients with over $2 million in investable assets that addresses charitable, estate, and tax planning. The firm describes itself as one of the fastest-growing independent wealth managers in the country, manages over $4.109 billion in combined assets under management and assets under advisement as of 12/31/2025, and serves thousands of individuals and families with a Greater Los Angeles base and global media reach.

Its core product surface includes investment management, financial planning, tax and accounting, life insurance, and corporate retirement plans (the GK 401(k) turnkey solution), complemented by a niche offering for professional athletes spanning NIL, minor league, and professional segments. The underlying technology stack is built on Altruist (with Hazel AI as the new custodial and operational platform announced in February 2026), Orion Advisor for portfolio and practice management, and a proprietary MyMoneyPage mobile application for client financial planning, budgeting, and net worth tracking. Custodial relationships also include LPL Financial, Charles Schwab, and Fidelity.

The business model is asset-based, generating primarily recurring advisory fees on AUM and AUA, with a stated goal of scaling to $10 billion in assets. Distribution combines direct, high-touch advisor consultations with content-led acquisition through frequent appearances on CNBC, Bloomberg, the Wall Street Journal, Forbes, Fox Business, and Yahoo Finance, supported by owned channels including the Future Money podcast, the GerberKawasaki YouTube channel, the MarketsWithMia TikTok presence, a weekly Friday newsletter, and an active social media footprint. The firm is positioned as an independent advisor with no parent company and no disclosed institutional investors, and its expansion thesis ("The Next Ten") centers on national brand growth and advisor recruitment through a proprietary Training, Marketing, and Technology (TMT) system.

Name

Gerber Kawasaki Wealth & Investment Management

Legal name

Gerber Kawasaki Wealth & Investment Management

Website

https://gerberkawasaki.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Gerber Kawasaki is a privately held, SEC-registered investment advisor in Santa Monica, California, managing over $4.1 billion in combined AUM and AUA across wealth management, private client, retirement plan, and athlete-focused programs for thousands of individuals and families.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Retirement planning

Headquarters

HQ city

Santa Monica

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Under Management (AUM) Advisory Fees: Traditional AUM-based fee model where the firm charges fees based on assets under management. The firm manages over $4.1 billion in client assets generating advisory fee revenue.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Gerber Kawasaki Wealth & Investment Management is an independent Registered Investment Advisor (RIA) providing fee-based wealth and investment management services to individuals, families, business owners, and professional athletes. Core offerings span personalized financial planning, discretionary investment management, tax and accounting coordination, life insurance solutions, corporate retirement plans including the GK 401(k), and a proprietary MyMoneyPage mobile application for client financial tracking. Services are delivered through a tiered program structure—Wealth Building (no minimum), Wealth Management ($250K minimum), and Private Client/High Net Worth ($2M+)—with thematic and impact investing specialization in technology/AI, climate change, and consumer sectors.

Product overview

Gerber Kawasaki Wealth & Investment Management is a comprehensive independent wealth and investment management firm offering a multi-tiered service model. The core offerings include the Wealth Management Program (minimum $250,000 investable assets) for full-service portfolio management and comprehensive financial planning, and the Private Client Program (High Net Worth, $2 million+) for advanced strategies including charitable, estate, and tax planning. The Wealth Building Program targets younger individuals and families establishing their financial foundation. The firm also provides specialized services including GK 401(k) for corporate retirement plans, Tax and Accounting, Life Insurance, and Investment Management with thematic/impact investing focus. Client-facing digital tools include MyMoneyPage mobile app and a Friday Newsletter. The firm operates as an SEC-registered investment advisor with approximately $4.1 billion in assets under management and advisement as of December 31, 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Building Program Tier-one financial planning program for younger individuals and families ready to take control of their financial future, establishing essential accounts and strategies for growing wealth including retirement planning, savings for a house, college planning, and protection from adversity.
• Wealth Management Program Comprehensive wealth management service for individuals, families, and business owners with a minimum of $250,000 in investable assets, including portfolio management, charitable donations, insurance, tax planning, and estate planning with full-service personalized investment advice.
• Private Client Program (High Net Worth) Private client program for individuals and families with over $2 million in investable assets, employing advanced financial strategies to fulfill charitable, estate, and tax planning needs, focused on wealth preservation, enhancement, and transfer.
• Financial Planning Core financial planning services including retirement planning, tax planning, estate planning, and comprehensive financial advice integrated with investment management for individuals and families.
• Investment Management Professional investment management services with a focus on thematic and impact investing in innovative growth companies across technology/AI, climate change, and consumer sectors, offering portfolio construction and discretionary management for clients.
• Tax and Accounting In-house tax and accounting services delivered by the firm's Tax Director to support clients' comprehensive financial planning needs, including coordination with external CPAs and year-round tax planning.
• Life Insurance Life insurance planning service overseen by the firm's Insurance Director to protect families and support financial goals, including legacy, income replacement, and estate liquidity planning.
• Corporate Retirement Plans Expert focus on employer-sponsored retirement plans including the GK 401(k) turnkey solution, state mandated retirement plans, SECURE 2.0 tax credits, and self-employed retirement solutions for business owners.
• GK 401(k) Turnkey 401(k) solution for business owners designed to reduce administrative burden, transfer certain fiduciary liabilities, and lower overall plan cost while retaining the flexibility of a stand-alone plan.
• MyMoneyPage Proprietary mobile application that allows clients to build financial plans online, set goals, manage budgets, track net worth, and access news and market information as well as exclusive content, all in one place.
• Friday Newsletter Weekly financial advisor newsletter providing expert insights and strategies in wealth management, accessible via subscription and delivered through Constant Contact.
• GK Summer Rotational Internship Six-week paid in-office rotational internship in Santa Monica, CA, providing hands-on exposure to wealth management, investing, tax, marketing, and client services across multiple career paths.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

One partnership is on record.

• AltruistcoreTechnology or Integration · 23 February 2026Gerber Kawasaki selected Altruist as its custodial partner for all new business, citing Altruist's enterprise-ready infrastructure, self-clearing model, and fractional share trading capabilities. The partnership includes access to Altruist's AI platform Hazel and is expected to support Gerber Kawasaki's goal of scaling assets under management to $10 billion.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Ritholtz Wealth Management: Independent, founder-led RIA with a comparable size profile (low single-digit billions AUM), heavy media presence (Barry Ritholtz on Bloomberg and CNBC), and a thematic/impact investing tilt — making it the closest behavioral and scale comparable to Gerber Kawasaki.
• Buckingham Strategic Wealth: Independent RIA offering comprehensive wealth management, financial planning, and tax services with strong advisor support infrastructure. Comparable service architecture and advisor-led go-to-market, though it operates at greater scale.
• NewEdge Wealth: Independent wealth management firm offering multi-tiered services including private client and institutional wealth advisory. Comparable HNW focus and comprehensive service offering including tax and estate planning.
• Halbert Hargrove Global Advisors: Independent, fee-only RIA headquartered in California serving HNW individuals, families, and institutions with comprehensive wealth and investment management. Comparable regional positioning, fee-only structure, and HNW clientele.

Broad incumbents

• Creative Planning: Large, multi-billion-AUM independent RIA offering comprehensive wealth, tax, estate, and retirement services across all wealth tiers. It is the scaled analog of Gerber Kawasaki's full-service, multi-tier offering and competes for the same mass-affluent to HNW segment.
• Mariner Wealth Advisors: Large national independent RIA offering comprehensive wealth management including financial planning, tax, estate, and retirement services. Comparable breadth of offering and target client profile, with much greater scale and national footprint.
• Carson Group: Large independent RIA and advisor support platform with comprehensive wealth, retirement plan, and tax services. Comparable service breadth and tiered offering, with a much larger advisor network and institutional backing.
• Edelman Financial Engines: Large hybrid RIA combining traditional advisor-led wealth management with a digital planning platform. Comparable multi-channel distribution model (advisor + digital tools) and broad client demographic targeting.

Emerging players

• Facet Wealth: Digital-first flat-fee RIA targeting mass-affluent clients with no AUM-based fees. Comparable low-minimum Wealth Building tier and tech-enabled delivery, but competes on price point rather than full-service model.
• Empower (formerly Personal Capital): Hybrid wealth manager with a strong digital planning dashboard plus high-net-worth advisory services. Comparable blending of proprietary digital tools (MyMoneyPage analog) with tiered advisor-led services for HNW clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/GerberKawasaki
• YouTubeyoutube.com/user/GerberKawasaki
• Facebookfacebook.com/GerberKawasaki
• LinkedInlinkedin.com/company/gerberkawasaki
• Instagraminstagram.com/gerberkawasaki

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gerber Kawasaki Wealth & Investment Management