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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| GW Financial Inc
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|---|---|
| CRD # | 110478 |
| SEC # | 801-18321 |
| CIK # | |
| AUM | $110.3 M (2025-07-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 714-850-0534 |
| Address | 5470 Kietzke Lane Reno, NV 89511 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 11.5 |
| (b) Individuals (high net worth individuals) | 53 | 96.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 252 | 110.3 |
| By Discretionary | ||
| Discretionary | 229 | 94.8 |
| Non-Discretionary | 23 | 15.5 |
| Total | 252 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 252 | 110.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ellerbrock-Norris Wealth Strategies LLC
✚
|
NE | 0.1 |
|
CLF Asset Management Inc
✚
|
WI | 0.1 |
|
Emerald Asset Management Inc
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|
NC | 0.1 |
|
Emergent Financial Services LLC
✚
|
VA | 0.1 |
|
Tritonpoint Partners LLC
✚
|
MD | 0.1 |
|
Hudson Oak Wealth Advisory LLC
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|
NJ | 0.1 |
|
Entelevest LLC
✚
|
FL | 0.1 |
|
1015 Capital Partners LLC
✚
|
0.1 | |
|
CornerStone Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Willow Financial LLC
✚
|
AR | 0.1 |