Gpwm LLC

Gpwm LLC (CRD# 160087) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $129,998,748 in 239 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Four Ppg Place, Suite 600, Pittsburgh, PA 15222
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $543,928
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, WV

Financial Advisors at Gpwm LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nicole Cosnotti, financial advisor Pittsburgh PA
Nicole Cosnotti
CRD#: 4147773
Four Ppg Place, Suite 600, Pittsburgh, PA 15222

Nicole Cosnotti (CRD# 4147773) is an Investment Advisor Representative working at Gpwm LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry.

2
Richard Lerach, financial advisor Pittsburgh PA
Richard I. Lerach
CRD#: 4555209
Four Ppg Place, Suite 600, Pittsburgh, PA 15222

Richard Lerach (CRD# 4555209) is an Investment Advisor Representative working at Gpwm LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry.

3
Kevin Siebert, financial advisor Pittsburgh PA
Kevin P. Siebert
CRD#: 4946233
Four Ppg Place, Suite 600, Pittsburgh, PA 15222

Kevin Siebert (CRD# 4946233) is an Investment Advisor Representative working at Gpwm LLC in Pittsburgh, PA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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