Investment adviser · CRD 109034
GEMMER ASSET MANAGEMENT LLC
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $2.36B Form ADV · Item 5.F
- Client accounts
- 3,787 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 559 | $2,015,159,243 | 85.5% |
| Individuals | 711 | $292,875,800 | 12.4% |
| Other investment advisers | Fewer than 5 | $21,258,246 | 0.9% |
| Charities | Fewer than 5 | $13,939,815 | 0.6% |
| Corporations & businesses | 7 | $11,241,714 | 0.5% |
| Retirement plans | Fewer than 5 | $2,721,827 | 0.1% |
Filing source
Form ADV 2053696 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1655 NORTH MAIN ST, SUITE 360WALNUT CREEK, CA, 94596, United States
CRD 109034
Filing source
Form ADV 2053696 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.