Gem Young Wealth Advisors, Llc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 171340
· Canfield, OH
· www.gemyoung.com
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $142M
- Discretionary
- $140M
- Clients
- 301
- Avg AUM / client
- $472K
- Accounts
- 291
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 279 | $83.6M | 58.9% |
| High net worth individuals | 12 | $25.7M | 18.1% |
| Pooled investment vehicles (non-investment companies) | 9 | $29.4M | 20.7% |
| Insurance companies | 1 | $3.3M | 2.32% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leo John Paul Daprile | Registered representative | Chartered Financial Consultant | Jun 2014 (12y) | |
| Stephen Robert Daprile | Registered representative | CFP | Mar 2019 (7y) | |
| Kelly Lynn Vinopal | Registered representative | Dec 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FEE SPLIT WITH UNDERLYING MANAGER
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Trust Company $93.2M (66% of AUM) Mar 2026
- Assetmark Brokerage, Llc $60.4M (43% of AUM) Mar 2026
- American Trust Custody $18.5M (13% of AUM) Mar 2026
- Charles Schwab & Co. $14.9M (11% of AUM) Mar 2026
- Nationwide Financial $7.8M (6% of AUM) Mar 2026
- Assetmark Retirement Services $6.7M (5% of AUM) Mar 2026
- Ascensus, Inc. $3.8M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗