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GW FINANCIAL

GW FINANCIAL, INC.

CRD 110478 · SEC 801-18321

Visit website

5470 KIETZKE LANE, SUITE 300, RENO, NV, 89511, United States

Phone

714-850-0534

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$133.8M

Discretionary AUM

$117.4M

Team

3 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFINANCIAL CONSULTING

Client types

TypeClientsAUM
Individuals41$12.9M
High net worth individuals52$115.2M

States served

CA, MN, NV, TX, NH, HI, FL

All web addresses on file

Official SEC filing: View on IAPD