GERBER KAWASAKI, INC.
Legal name: GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
CRD #153649 SEC #801-79339 SANTA MONICA, CA 310-399-6397
SEC Registered
Total AUM
$3.2B
Discretionary
$3B
Employees
54
Clients
10
Accounts
17,238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3.2B | $3B | $163.2M | 54 | 10 |
| Mar 2025 | $3.2B | $3B | $163.2M | 54 | 10 |
| Mar 2024 | $2.6B | $2.4B | $154.1M | 48 | 10 |
| Dec 2023 | $2.2B | $2.1B | $130.4M | 46 | 10 |
| Aug 2023 | $2.2B | $2.1B | $130.4M | 46 | 10 |
| May 2023 | $2.2B | $2.1B | $130.4M | 46 | 10 |
| Mar 2023 | $2.2B | $2.1B | $130.4M | 46 | 10 |
| Mar 2023 | $2.2B | $2.1B | $130.4M | 46 | 10 |
| Mar 2023 | $2.2B | $2.1B | $130.4M | 46 | 10 |
| Apr 2022 | $2B | $2B | $0 | 45 | 7 |
| Mar 2022 | $2B | $2B | $0 | 45 | 7 |
| Nov 2021 | $1.8B | $1.8B | $0 | 34 | 7 |
| Aug 2021 | $1.8B | $1.8B | $0 | 34 | 7 |
| Aug 2021 | $1.8B | $1.8B | $0 | 34 | 7 |
| Jun 2021 | $1.8B | $1.8B | $0 | 34 | 7 |
| Apr 2021 | $1.8B | $1.8B | $0 | 34 | 7 |
| Mar 2021 | $1.8B | $1.8B | $0 | 34 | 7 |
| Sep 2020 | $1.1B | $1.1B | $0 | 30 | 24 |
| Sep 2020 | $1.1B | $1.1B | $0 | 30 | 24 |
| Aug 2020 | $1.1B | $1.1B | $0 | 30 | 24 |
| Jun 2020 | $1.1B | $1.1B | $0 | 30 | 24 |
| Mar 2020 | $1.1B | $1.1B | $0 | 30 | 24 |
| Sep 2019 | $778.2M | $774.2M | $4M | 26 | 8 |
| Mar 2019 | $778.2M | $774.2M | $4M | 26 | 8 |
| Jan 2019 | $656.5M | $489M | $167.5M | 22 | 10 |
| May 2018 | $656.5M | $489M | $167.5M | 22 | 10 |
| May 2018 | $656.5M | $489M | $167.5M | 22 | 10 |
| Feb 2018 | $656.5M | $489M | $167.5M | 22 | 10 |
| Feb 2018 | $656.5M | $489M | $167.5M | 22 | 10 |
| Nov 2017 | $502.9M | $229.5M | $273.4M | 24 | 0 |
| Aug 2017 | $502.9M | $229.5M | $273.4M | 24 | 4,804 |
| Jun 2017 | $502.9M | $229.5M | $273.4M | 24 | 4,804 |
| Mar 2017 | $502.9M | $229.5M | $273.4M | 24 | 4,804 |
| Jan 2017 | $502.9M | $229.5M | $273.4M | 24 | 4,804 |
| Nov 2016 | $300.7M | $159.7M | $141M | 24 | 400 |
| Aug 2016 | $300.7M | $159.7M | $141M | 24 | 400 |
| Jul 2016 | $300.7M | $159.7M | $141M | 24 | 400 |
| Feb 2016 | $300.7M | $159.7M | $141M | 24 | 400 |
| Feb 2016 | $300.7M | $159.7M | $141M | 24 | 400 |
| Mar 2015 | $214.9M | $86.4M | $128.6M | 21 | 400 |
| Jun 2014 | $121.8M | $0 | $121.8M | 19 | 250 |
| Mar 2014 | $121.8M | $0 | $121.8M | 19 | 250 |
DateMay 2025
Total AUM$3.2B
Discretionary$3B
Non-Disc.$163.2M
Employees54
Clients10
DateMar 2025
Total AUM$3.2B
Discretionary$3B
Non-Disc.$163.2M
Employees54
Clients10
DateMar 2024
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$154.1M
Employees48
Clients10
DateDec 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$130.4M
Employees46
Clients10
DateAug 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$130.4M
Employees46
Clients10
DateMay 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$130.4M
Employees46
Clients10
DateMar 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$130.4M
Employees46
Clients10
DateMar 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$130.4M
Employees46
Clients10
DateMar 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$130.4M
Employees46
Clients10
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees45
Clients7
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees45
Clients7
DateNov 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients7
DateAug 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients7
DateAug 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients7
DateJun 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients7
DateApr 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients7
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients7
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients24
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients24
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients24
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients24
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients24
DateSep 2019
Total AUM$778.2M
Discretionary$774.2M
Non-Disc.$4M
Employees26
Clients8
DateMar 2019
Total AUM$778.2M
Discretionary$774.2M
Non-Disc.$4M
Employees26
Clients8
DateJan 2019
Total AUM$656.5M
Discretionary$489M
Non-Disc.$167.5M
Employees22
Clients10
DateMay 2018
Total AUM$656.5M
Discretionary$489M
Non-Disc.$167.5M
Employees22
Clients10
DateMay 2018
Total AUM$656.5M
Discretionary$489M
Non-Disc.$167.5M
Employees22
Clients10
DateFeb 2018
Total AUM$656.5M
Discretionary$489M
Non-Disc.$167.5M
Employees22
Clients10
DateFeb 2018
Total AUM$656.5M
Discretionary$489M
Non-Disc.$167.5M
Employees22
Clients10
DateNov 2017
Total AUM$502.9M
Discretionary$229.5M
Non-Disc.$273.4M
Employees24
Clients0
DateAug 2017
Total AUM$502.9M
Discretionary$229.5M
Non-Disc.$273.4M
Employees24
Clients4,804
DateJun 2017
Total AUM$502.9M
Discretionary$229.5M
Non-Disc.$273.4M
Employees24
Clients4,804
DateMar 2017
Total AUM$502.9M
Discretionary$229.5M
Non-Disc.$273.4M
Employees24
Clients4,804
DateJan 2017
Total AUM$502.9M
Discretionary$229.5M
Non-Disc.$273.4M
Employees24
Clients4,804
DateNov 2016
Total AUM$300.7M
Discretionary$159.7M
Non-Disc.$141M
Employees24
Clients400
DateAug 2016
Total AUM$300.7M
Discretionary$159.7M
Non-Disc.$141M
Employees24
Clients400
DateJul 2016
Total AUM$300.7M
Discretionary$159.7M
Non-Disc.$141M
Employees24
Clients400
DateFeb 2016
Total AUM$300.7M
Discretionary$159.7M
Non-Disc.$141M
Employees24
Clients400
DateFeb 2016
Total AUM$300.7M
Discretionary$159.7M
Non-Disc.$141M
Employees24
Clients400
DateMar 2015
Total AUM$214.9M
Discretionary$86.4M
Non-Disc.$128.6M
Employees21
Clients400
DateJun 2014
Total AUM$121.8M
Discretionary$0
Non-Disc.$121.8M
Employees19
Clients250
DateMar 2014
Total AUM$121.8M
Discretionary$0
Non-Disc.$121.8M
Employees19
Clients250