GEM-YOUNG WEALTH ADVISORS, LLC

GEM-YOUNG WEALTH ADVISORS, LLC of CANFIELD, OH is an SEC-registered investment adviser (CRD 171340). Regulatory assets under management: $142.0M.

Registration

• CRD: 171340
• Type: Registered investment adviser
• Location: 3792 STARRS CENTRE DR., CANFIELD, OH, 44406
• Phone: 330-533-6936
• Latest filing: 2026-03-23
• Regulatory AUM: $142.0M
• Discretionary AUM: $140.5M
• Non-discretionary AUM: $1.5M
• Clients: 6
• Accounts: 291

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search