GW & WADE, LLC
Wellesley, Massachusetts
GW & WADE, LLC is a well-established regional investment advisory firm headquartered in Wellesley, MA, with six offices strategically located across the region. With a team of 87 dedicated professionals, GW & WADE provides comprehensive investment advisory services to a diverse clientele.
Of their total workforce, 41 highly skilled individuals specialize in investment advisory, leveraging their expertise to serve clients effectively. With an average of approximately $125,670,000 in assets under management per investment advisor, GW & WADE's advisors maintain a performance level in line with industry standards.
The firm's comp...
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Assets Under Mgmt
$8.9B
Investment Professionals
41
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other: INCOME TAX PREP, ESTATE/TRUST ADMINISTRATION SERVICES, CONSULTING SERVICES & FACILITATING CREDIT AND CASH MANAGEMENT SOLUTIONS
Other Business Activities
Other Financial product salesperson
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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