RIA Intel›Advisers›Ohio›GEM-YOUNG WEALTH ADVISORS, LLC

GEM-YOUNG WEALTH ADVISORS, LLC

Advisory

CANFIELD, OH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in OH
#517
of 748 advisers by AUM
Average account
$488K
across 291 accounts

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$142M
Discretionary %
99%
Clients
301
Employees
6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$142M
Discretionary AUM$140M
Non-Discretionary AUM$1M
Discretionary %99%
Total Clients301
Team
Total Employees6
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

EVERETT MANAGEMENT GROUP, INC.
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$141M
WATERSTONE INVESTMENT COUNSEL, LLC
CINCINNATI, OH
$141M
-17.4% 1Y
STRATEGIC ASSET MANAGEMENT, INC.
COLUMBUS, OH
$144M
-14.1% 1Y
RIAZZI ASSET MANAGEMENT, LLC
DAYTON, OH
$140M
+6.2% 1Y
ROSS WEALTH ADVISORS, LLC
COLUMBUS, OH
$140M
MONETARY SOLUTIONS, LTD.
DAYTON, OH
$140M
+9.7% 1Y

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