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Angela Marie Wright

Gemmer Asset Management LLC

Pleasant Hill, CA

Walnut Creek, CA

CRD 4679860

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Employer firm

Gemmer Asset Management LLC CRD 109034

$2.36B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Gemmer Asset Management Llc

1655 North Main St Suite 360, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-09
  • CA RA
    APPROVED
    Since 2024-05-09

Branch Locations

Pleasant Hill, CA • United States

1655 North Main St Suite 360, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Del Monte Group, Llc Alamo CA 06/2008 06/2024
Gemmer Asset Management Llc Walnut Creek CA 05/2024 Present
Previous Registrations
  • 2008-11-12 → 2024-06-13
    Del Monte Group, Llc
    Alamo, CA
  • 2007-05-17 → 2008-06-09
    Destination Wealth Management
    Walnut Creek, CA
  • 2006-04-05 → 2006-07-07
    Woodbury Financial Services, Inc.
    San Ramon, CA
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-23
S63 Uniform Securities Agent State Law Examination 2003-07-14
  • S65 Uniform Investment Adviser Law Examination
    2006-02-23
  • S63 Uniform Securities Agent State Law Examination
    2003-07-14
Designations
  • Certified Financial Planner
Other Names
  • Angela Marie Wright
  • Angela Baumsteiger
  • Angela Marie Wright
  • Angela Marie Crawford

View on SEC IAPD

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