RIA Intel›Advisers›California›GAMA WEALTH MANAGEMENT, LLC

GAMA WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CA

#3,947

of 5,480 advisers by AUM

Average account

$3M

across 9 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

KAHN, RONNIE ALAN

WOODLAND HILLS, CA

$30M

VALLEY INVESTMENT MANAGEMENT, LLC

SAN FRANCISCO, CA

$30M

NEPTUNE HOLDINGS, LLC

WALNUT CREEK, CA

$30M

VISIONLINK FINANCIAL ADVISORS, INC.

$29M

PANTOJA, FRANCISCO JAVIER

$29M

ELEVATE WEALTH ADVISORS, LLC

NEWPORT BEACH, CA

$29M

Get the full picture on GAMA WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GAMA WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans