Xiaoxiao Bi
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
26 yearsExperience
1 stateRegistered in
$4.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Gerber Kawasaki Wealth & Investment ManagementJul 2019 to now
- Wheeler and Bi LLPNov 2017 to now
- LPL Financial LLCNov 2017 to Jun 2019
- National Planning Corp0orationMay 2013 to Nov 2017
- Dennis F. Rose & AssocJan 2000 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gerber Kawasaki Wealth & Investment Management
Legal name: Gerber Kawasaki, Inc.
$4.1BAssets managed
9,624Clients
39Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5868168
- Firm CRD
- 153649