Sign in
Create a free account
GW & WADE, LLC
WELLESLEY, MA
(781) 239-1188
SEC #801-27292Total AUM
$8.9B
Employees
87Clients
3,372Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
93 WORCESTER STREET
4TH FLOOR
WELLESLEY
MA 02481
United States
4TH FLOOR
WELLESLEY
MA 02481
United States
Operating Hours
8:00 AM - 5:00 PM (EST)
Monday - Friday
Monday - Friday
Phone
(781) 239-1188
Other Offices
5
Financials
Total AUM
$8.9B
Accounts
11,861Discretionary
$8.9B
Accounts
11,824Non-Discretionary
$10.8M
Accounts
37
Clients
Individual Clients
1,694AUM
$574.4M
HNW Individual Clients
1,632AUM
$8.2B
Pension/Profit Sharing Plan Clients
14AUM
$56.8M
Charitable Organization Clients
19AUM
$42.9M
Government Entity Clients
3AUM
$39.8M
Corporation or Business Clients
10AUM
$15M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
INCOME TAX PREP, ESTATE/TRUST ADMINISTRATION SERVICES, CONSULTING SERVICES & FACILITATING CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
12B-1 FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.