Gem-Young Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$141,970,423
Total clients
291
4% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
97
Average account size
$487,871
About
Gem-Young Wealth Advisors, LLC provides portfolio management, financial planning, and advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporations or business entities. The firm offers both one‑time financial planning (gWealth Select) and ongoing portfolio management (gWealth Premier), and it generally charges asset‑based fees for portfolio management.
The firm documents client objectives in an Investment Policy Statement and manages accounts on a discretionary basis, employing fundamental analysis and both long‑ and short‑term trading approaches. As part of its services GYWA conducts due diligence and may allocate client assets to third‑party managers, with ongoing performance reviews of those managers.
Notable distinctions in the brochure include an ownership connection to Gem‑Young Insurance and Financial Services Inc. and an explicit use of insurance products (including annuities) among acceptable investments. The brochure also discloses fee‑sharing arrangements with named third‑party managers (e.g., Ladenburg Thalmann and AssetMark), a requirement that clients use the firm’s recommended custodian (TD Ameritrade), and policies on personal trading and potential soft‑dollar benefits.
Client services
Expertise
Fee options
One-time financial planning fee for clients with $250,000 or less assets (specific amount not stated).
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.00% $1,500,000 - $2,500,000: 0.75% $2,500,000 - $5,000,000: 0.50%
Fee-only: One-time fee for financial planning for clients with $250,000 or less assets (amount not specified). Portfolio management fees as tiered above.
Main office location
Gem-Young Wealth Advisors, LLC
3792 Starrs Centre Dr.
Canfield OH 44406, United States
Number of offices
1
Most active in
Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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