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GPWM ADVISORS LLC
CRD 305630
339 W STATE STREET, SUITE 203, EAGLE, ID, 83616, United States
Phone
208-938-5557 X 101
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.0M
Discretionary AUM
$27.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.4M |
| High net worth individuals | 21 | $25.6M |
All web addresses on file
Official SEC filing: View on IAPD