Ashley Danielle Guapo
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
10 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
10 years in the industry.
- Gerber Kawasaki Wealth & Investment ManagementFeb 2026 to now
- Gerber KawasakiOct 2025 to now
- Cetera Advisor NetworksJan 2025 to Oct 2025
- AvasantJan 2024 to Aug 2024
- Unemployed/studentAug 2023 to Jan 2024
- AvasantMay 2023 to Aug 2023
- Alo YogaApr 2022 to Aug 2023
- Unemployed/studentJan 2022 to Apr 2022
- Loyola Marymount UniversityAug 2021 to Jan 2022
- Lucidity Management CompanyMay 2021 to Sep 2025
- Unemployed/studentOct 2015 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8031479
- Firm CRD
- 153649