Sage Michael Casaga
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
11 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
11 years in the industry.
- Gerber Kawasaki Wealth & Investment ManagementMay 2020 to now
- Glenn BurdetteJan 2020 to Apr 2020
- Cal PolySep 2019 to Mar 2020
- Gideon Strategic PartnersJun 2018 to Sep 2018
- Casaga Electric Inc.Jan 2017 to Jan 2020
- California Polytechnic State UniversitySep 2015 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7256352
- Firm CRD
- 153649