GERRITZ WEALTH MANAGEMENT, INC.

GERRITZ WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 152716). Regulatory assets under management: $5.0M.

Registration

• CRD: 152716
• Type: Registered investment adviser
• Phone: 541-6643892
• Latest filing: 2026-01-02
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152716 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search