Menu
Gpwm Llc
Pittsburgh, Pennsylvania
GPWM LLC is a reputable small investment advisory firm headquartered in Pittsburgh, PA, offering personalized financial services to a diverse clientele. With over 40 individual clients and an impressive $116,441,000 in assets under management, GPWM LLC has established itself as a trusted partner in wealth management. Operating from a single office, the firm caters to a broad range of clients, including high net worth individuals.
While the firm's asset portfolio predominantly comprises discretionary accounts, encompassing over 70% of their managed assets, GPWM LLC also possesses the expertise to oversee employer funds. Their seas...see more
Assets Under Mgmt
$116.44M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
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
Reviews for Gpwm Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.