Overview
Assets Under Management: $8.9 billion
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 1,632
Average Client Assets: $5.0 million
Frequently Asked Questions
GW & WADE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105394), GW & WADE, LLC is subject to fiduciary duty under federal law.
GW & WADE, LLC is headquartered in WELLESLEY, MA.
GW & WADE, LLC serves 1,632 high-net-worth clients according to their SEC filing dated February 08, 2024. View client details ↓
According to their SEC Form ADV, GW & WADE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
GW & WADE, LLC manages $8.9 billion in client assets according to their SEC filing dated February 08, 2024.
According to their SEC Form ADV, GW & WADE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,632
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.81%
Average Client Assets: $5.0 million
Total Client Accounts: 11,861
Discretionary Accounts: 11,824
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 105394
Filing ID: 1824981
Last Filing Date: 2024-02-08 16:55:00