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TG

Trey R. Gevers

GEVERS WEALTH MANAGEMENT
ISSAQUAH, WA 98027
Some features on this profile are disabled
CRD#: 7251046
TG

Professional summary

Trey Robert Lee Gevers, CFP®, who also goes by Trey Gevers, is a registered financial advisor currently at GEVERS WEALTH MANAGEMENT located in Issaquah, Washington.

Trey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Trey has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Trey 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 Trey Robert Lee 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®
CFP®

Certified Financial Planner

Start date: 2022

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

June 10, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ISSAQUAH, WA
Past

May 22, 2021 - 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
RR
IAR
Series 66
Date: 6/9/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/22/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/11/2020
Securities Industry Essentials 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)
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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)

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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

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