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GJW INVESTMENT ADVISER LLC
CRD 135511
3265 HARDWOOD HOLLOW ROAD, MEDINA, OH, 44256, United States
Phone
330-723-7241
Fax
330-723-5848
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$5.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.6M |
| High net worth individuals | 1 | $1.7M |
Official SEC filing: View on IAPD