Kyle Clark
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
12 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
12 years in the industry.
- Gerber Kawasaki Wealth & Investment ManagementSep 2019 to now
- Casetta CoffeeAug 2019 to Sep 2019
- Casetta GroupAug 2019 to Sep 2019
- Montecito Venture PartnersJun 2018 to Jul 2019
- Loyola Marymount UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7180806
- Firm CRD
- 153649