Trey Robert Lee Gevers

Employer firm

Gevers Wealth Management CRD 340092

$224M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 08/2017
  Ross Stores Inc.
  Issaquah, WA
• 06/2018 → 08/2019
  Columbia Hospitality
  Snoqualmie, WA
• 05/2020 → Present
  Dba Gevers Wealth Management
  Issaquah, WA
• 01/2021 → 02/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2011 → 06/2017
  Student
  Issaquah, WA
• 08/2017 → 04/2020
  Student
  Redlands, CA
• 06/2023 → 02/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2026 → Present
  Gevers Wealth Management, Llc
  Issaquah, WA

Previous Registrations

• 2023-06-29 → 2026-02-06
  Cetera Investment Advisers Llc
  Issaquah, WA
• 2021-06-10 → 2023-06-29
  Cetera Wealth Services, Llc
  Issaquah, WA

Other Businesses

1) YOUNG LIFE VOLUNTEER, <5 HOURS PER WEEK. 2) MACDONALD GROUP; REAL ESTATE SERVICES; <1 HOUR WEEK. 3) PASSIVE INVESTMENTS: PRIVATE EQUITY INVESTMENTS

Exams

• S66 Uniform Combined State Law Examination
  2021-06-09

Other Names

• Trey Gevers