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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| GW Sherwold Associates Inc
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|---|---|
| CRD # | 42186 |
| SEC # | 801-118949 |
| CIK # | |
| AUM | $455.4 M (2025-04-29) |
| Employees | 3 (33% Investors, 100% Brokers) |
| Phone | 949-470-0700 |
| Address | 22994 El Toro Rd Lake Forest, CA 92630 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 131.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 7 | 323.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 689 | 455.4 |
| By Discretionary | ||
| Discretionary | 682 | 131.7 |
| Non-Discretionary | 7 | 323.7 |
| Total | 689 | 455.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.4 | |
| Total | 689 | 455.4 |
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|---|---|---|
|
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✚
|
TX | 0.5 |
|
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MN | 0.5 |
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Dover Partners Inc
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|
Lifeguide Financial Advisors LLC
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PA | 0.5 |
|
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|
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|
Redstone Advisors Inc
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KS | 0.5 |
|
Partners Wealth Management LLC
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CA | 0.5 |
|
Horrell Capital Management Inc
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|
AR | 0.5 |