RIA Intel›Advisers›California›GAVRICH, SUSAN PRICE

GAVRICH, SUSAN PRICE

Advisory

CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#3,203

of 5,480 advisers by AUM

Average account

$486K

across 132 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, NV

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.

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Owners & Officers

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

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Client Demographics

25 clients

16 high-net-worth

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

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