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| GWN Securities Inc
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| CRD # | 128929 |
| SEC # | 801-62547 |
| CIK # | 0001265905 |
| AUM | 4,753.6 M (2026-04-13) |
| Employees | 707 (63% Investors, 95% Brokers) |
| Phone | 561-472-2700 |
| Address | 11440 North Jog Road Palm Beach Gardens, FL 33418-3764 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.4 | ||
| Microsoft Corp | 6.2 | ||
| Nvidia Corp | 6.0 | ||
| Johnson & Johnson | 6.0 | ||
| Cardinal Health Inc | 5.6 | ||
| Lilly Eli & Co | 4.7 | ||
| Duke Energy Corp | 4.6 | ||
| Amazon Com Inc | 4.5 | ||
| Southern Co | 4.5 | ||
| Caseys General Stores Inc | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35,546 | 3.9 |
| (b) Individuals (high net worth individuals) | 2,217 | 0.9 |
| (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 | 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 | 30 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66,025 | 4.8 |
| By Discretionary | ||
| Discretionary | 66,025 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66,025 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 66,025 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001265905] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 54 (1 non-US) |
| Serves | Institutional, Retail, Research |
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