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GESSNER WEALTH STRATEGIES LLC
CRD 282667
1717 ST JAMES PLACE, SUITE 625, HOUSTON, TX, 77056, United States
Phone
713-589-6448
Fax
713-589-4524
Registration
— (—)
Source
State registered
Total AUM
$59.9M
Discretionary AUM
$59.9M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $9.0M |
| High net worth individuals | 21 | $50.9M |
All web addresses on file
Official SEC filing: View on IAPD