GESSNER WEALTH STRATEGIES LLC

GESSNER WEALTH STRATEGIES LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 282667). Regulatory assets under management: $59.9M.

Registration

• CRD: 282667
• Type: Registered investment adviser
• Location: 1717 ST JAMES PLACE, HOUSTON, TX, 77056
• Phone: 713-589-6448
• Latest filing: 2026-02-09
• Regulatory AUM: $59.9M
• Discretionary AUM: $59.9M
• Clients: 2
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282667 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search