Gerritz Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,969,131
Total clients
22
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$225,870
About
Gerritz Wealth Management provides active portfolio management and related advisory services to individuals, high‑net‑worth clients and profit‑sharing plans. The firm manages just under $5 million in discretionary assets for roughly two dozen clients and uses third‑party custodians for client holdings.
The investment process emphasizes tactical asset allocation and combines fundamental and technical analysis to time entries and exits. It uses proprietary timing tools — including a moving‑average crossover model for bond/income exposure and trend‑line analysis for equities — and may trade more frequently during volatile markets to mitigate drawdowns.
Compared with many peers of its size, the firm’s mix of technical timing models and a fully discretionary, actively timed strategy is atypical, as is its stated willingness to concentrate portfolios or shift allocations quickly. The firm has operated since 1999, maintains a written code of ethics and trade‑aggregation procedures, and documents proxy‑voting and custody practices for client oversight.
Client services
Fee options
Annual fee rate up to 1.5%, charged quarterly in advance, prorated for contributions/withdrawals
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Main office location
Gerritz Wealth Management, Inc.
Central Point OR, United States
Number of offices
1
Forms ADV
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