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$4B Gerber Kawasaki to Use Altruist for New Business
Yahoo Finance· 2026-02-24 19:52
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Gerber Kawasaki Wealth & Investment Management, a Santa Monica, Calif.-based registered investment advisor managing more than $4 billion in client assets, has added Altruist as a custodian. The RIA, which is run by CEO and President Ross Gerber and Vice President and COO Danilo Kawasaki, will route all new business to Altruist, according to an announcement. The firm cited Altruist’s infra ...