RIA Intel›Advisers›Delaware›GEMSTONE WEALTH MANAGEMENT, LLC

GEMSTONE WEALTH MANAGEMENT, LLC

Advisory

Data as of May 14, 2026 · Source: SEC Form ADV

Average account

$698K

across 16 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY

Succession Risk

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

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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

9 clients

9 high-net-worth

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

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Advisers of similar size in DE

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

INDIGO ASSET MANAGEMENT, INC.

$11M

YORKVILLE CAPITAL MANAGEMENT LLC

$11M

-11.6% 1Y

SOLOMON AND ASSOCIATES, LLC

$11M

NEW OBSERVER CAPITAL MANAGEMENT, LLC

$11M

SAIL LOFT CAPITAL MANAGEMENT LLC

$11M

GERARD ASSET MANAGEMENT, L.L.C.

$11M

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