David L. Gemmer

GEMMER ASSET MANAGEMENT LLC

WALNUT CREEK, CA 94596

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CRD#: 855865

Professional summary

David Leroy Gemmer is a registered financial advisor currently at GEMMER ASSET MANAGEMENT LLC located in Walnut Creek, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. David has worked at 5 firms and has passed the Series 1 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Has interest in Crew Wine Co. (2009) Spend less than 5% of his time with this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Leroy Gemmer'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

July 28, 1992 - Present

GEMMER ASSET MANAGEMENT LLC

Office #1: 1655 North Main Street Suite 360, Walnut Creek, CA 94596

RIA

CRD#: 109034

WALNUT CREEK, CA

Past

January 15, 1988 - November 15, 1994

AMERICAN INVESTORS COMPANY

CRD#: 38

Past

December 24, 1987 - March 22, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

September 18, 1986 - November 28, 2010

COIT-GEMMER CAPITAL MANAGEMENT

RIA

CRD#: 112565

WALNUT CREEK, CA

Past

July 28, 1983 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

CRD#: 7420

Past

August 24, 1978 - July 29, 1982

AMERICAN INVESTORS COMPANY

CRD#: 38

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GEMMER ASSET MANAGEMENT LLC

GEMMER ASSET MANAGEMENT LLC | WRIGHT WEALTH MANAGEMENT LLC | JURIS WEALTH

CRD#: 109034 / SEC#: 801-56517

RIA

Registered Investment Advisory firm - (5/21/1999 Approved)

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

California
(7/28/1992)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 1

Date: 8/17/1978

Registered Representative Examination

Current Firm

GEMMER ASSET MANAGEMENT LLC

GEMMER ASSET MANAGEMENT LLC | WRIGHT WEALTH MANAGEMENT LLC | JURIS WEALTH

CRD#: 109034 / SEC#: 801-56517

RIA

Registered Investment Advisory firm - (5/21/1999 Approved)

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Contact information

Main Address

1655 North Main St Suite 360, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 933-3786

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	3,663
AUM (Assets Under Management)	$ 2,011,228,822

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.

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David L. Gemmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Leroy Gemmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

GEMMER ASSET MANAGEMENT LLC

AMERICAN INVESTORS COMPANY

INTEGRATED RESOURCES EQUITY CORPORATION

COIT-GEMMER CAPITAL MANAGEMENT

FINANCIAL PLANNERS EQUITY CORPORATION

AMERICAN INVESTORS COMPANY

Primary Firm SEC Registration

GEMMER ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 1

Date: 8/17/1978

Current Firm

GEMMER ASSET MANAGEMENT LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GEMMER ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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