GERALD BUTRIMOVITZ WEALTH ADVISORY

GERALD BUTRIMOVITZ WEALTH ADVISORY is an SEC-registered investment adviser (CRD 112015). Regulatory assets under management: $4.8M.

Registration

• CRD: 112015
• Type: Registered investment adviser
• Phone: 415-566-0400
• Latest filing: 2026-05-13
• Regulatory AUM: $4.8M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions, Other.

Clients served: Individuals, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search