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Aaron Richard Gerszewski

WASATCH VENTURE MANAGEMENT, LLC·LOGAN, Utah
Clean recordWASATCH VENTURE MANAGEMENT, LLC
595 SOUTH RIVERWOODS PARKWAY, LOGAN, UT 84321CRD# 7853444Firm CRD# 326762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Richard Gerszewski · LOGAN, UT
Registration
CRD #7853444 · WASATCH VENTURE MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aaron Richard Gerszewski is a registered financial advisor based in LOGAN, Utah, affiliated with WASATCH VENTURE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WASATCH VENTURE MANAGEMENT, LLC
WASATCH EQUITY PARTNERS
AUM
$312M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WASATCH VENTURE MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7853444
Firm CRD# 326762
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron Richard Gerszewski offer?
Aaron Richard Gerszewski specializes in Retirement Planning. Contact their office in LOGAN, Utah for a consultation.
What are Aaron Richard Gerszewski's credentials?
Aaron Richard Gerszewski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Richard Gerszewski located?
Aaron Richard Gerszewski is based in LOGAN, Utah, working with WASATCH VENTURE MANAGEMENT, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Aaron Richard Gerszewski charge for services?
Aaron Richard Gerszewski's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASATCH VENTURE MANAGEMENT, LLC?
WASATCH VENTURE MANAGEMENT, LLC has approximately 9 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WASATCH VENTURE MANAGEMENT, LLC

Colby Bryce Tracy
LOGAN, UT
Scott Timothy Stettler
LOGAN, UT
Jacob Mark Haueter
LOGAN, UT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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