Trey Robert lee Gevers
Investment adviser representative at Gevers Wealth Management
15 yearsExperience
1 stateRegistered in
$223.7MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Gevers Wealth Management, LLCFeb 2026 to now
- dba Gevers Wealth ManagementMay 2020 to now
- Cetera Investment Advisers LLCJun 2023 to Feb 2026
- Cetera Wealth Services, LLCJan 2021 to Feb 2026
- Columbia HospitalityJun 2018 to Aug 2019
- StudentAug 2017 to Apr 2020
- Ross Stores Inc.Feb 2017 to Aug 2017
- StudentJan 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Gevers Wealth Management
Legal name: Gevers Wealth Management, LLC
$223.7MAssets managed
168Clients
3Advisers
Under 1 yearIn 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
- 7251046
- Firm CRD
- 340092