AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WG

William R. Gevers

GEVERS WEALTH MANAGEMENT
ISSAQUAH, WA 98027
Some features on this profile are disabled
CRD#: 2381745
WG

Professional summary

William Robert Gevers, who also goes by Willy Gevers, is a registered financial advisor currently at GEVERS WEALTH MANAGEMENT located in Issaquah, Washington.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Willy Gevers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Gevers's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 2, 2026 - Present

GEVERS WEALTH MANAGEMENT

Office #1: 5825 221st Place Se Suite 102, Issaquah, WA 98027
RIA
CRD#: 340092
ISSAQUAH, WA
Past

June 29, 2023 - February 6, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ISSAQUAH, WA
Past

July 9, 1997 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ISSAQUAH, WA
Past

February 16, 1994 - December 31, 2005

CAPITAL PLANNING CORP

RIA
CRD#: 105013
BELLEVUE, WA
Past

September 29, 1993 - February 6, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ISSAQUAH, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(2/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/23/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/24/2005
General Securities Principal Examination

Current Firm

GW
GEVERS WEALTH MANAGEMENT
GEVERS WEALTH MANAGEMENT | GEVERS WEALTH MANAGEMENT, LLC

CRD#: 340092 / SEC#: 801-135189

RIA
Registered Investment Advisory firm - (1/28/2026 120-Day Approval)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5825 221st Place Se Suite 102, Issaquah, WA 98027
Mailing Address
Phone number
(425) 902-4840
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (12/18/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GEVERS WEALTH MANAGEMENT

CRD#: 340092Issaquah, WA 98027

TRUST BUT VERIFY

Monitor William Gevers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Dale Thomas Miller
Dale MillerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Moscow, ID
Gregg Michael Quinn
Gregg QuinnAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Redmond, WA
Alyssa Marie Jarman
Alyssa JarmanAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
BELLEVUE, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.