Investment adviser · CRD 105394
GW & WADE, LLC
Investment adviser filing (IA)
WELLESLEY, MA, United States · Form ADV filed Feb 8, 2024
- Regulatory AUM
- $8.9B Form ADV · Item 5.F
- Client accounts
- 11,861 Accounts, not individual clients
- Employees
- 87 Reported in this filing
- Advisory professionals
- 41 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,632 | $8,173,715,686 | 91.8% |
| Individuals | 1,694 | $574,406,757 | 6.5% |
| Retirement plans | 14 | $56,817,050 | 0.6% |
| Charities | 19 | $42,909,503 | 0.5% |
| Government entities | Fewer than 5 | $39,829,916 | 0.4% |
| Corporations & businesses | 10 | $15,047,112 | 0.2% |
Filing source
Form ADV 1824981 · Feb 8, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 8, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions
Principal office
93 WORCESTER STREET, 4TH FLOORWELLESLEY, MA, 02481, United States
CRD 105394
Filing source
Form ADV 1824981 · Feb 8, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.