Gw & Wade, LLC
Gw & Wade, LLC (CRD# 105394) is a financial advisory firm headquartered in Wellesley, MA. They manage $5,526,325,347 in 7,641 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management5,526MILLION
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Total Number of Accounts7,641ACCOUNTS
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Average Account Value$723,246
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV
Matthew Ryan (CRD# 2148177) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 14 years of experience in the finance industry. Matthew Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
Ryan Bartholomew (CRD# 5960496) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 6 years of experience in the finance industry.
Robert Bodio (CRD# 2937621) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 20 years of experience in the finance industry.
David Brodsky (CRD# 4409756) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
Robert Emens (CRD# 3006559) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 20 years of experience in the finance industry.
Philip Jameson (CRD# 1452524) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 32 years of experience in the finance industry.
Steven Keirn (CRD# 5020982) is an Investment Advisor Representative working at Gw & Wade, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.
Michael Kuppens (CRD# 4432603) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
John Murray (CRD# 4341104) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.