Gw Financial
Gw Financial is an SEC-registered ria in Reno, NV with $133.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Gw Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110478, SEC 801-18321, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $133.8M (2026-04-01)
- Firm type
- Ria
- Location
- Reno, NV
- Employees
- 3
- Clients
- 93
- CRD
- 110478
- Ownership
- WOODY, GLENN, DWIGHT; ANDERSON, SCOTT, KIGHT; BRAY, JULIANNA, ANDERSON; ANDERSON, JULIANNA, MICHELLE
How much AUM does Gw Financial have?
Gw Financial reported $133.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Gw Financial?
Disclosed owners and executives of Gw Financial include WOODY, GLENN, DWIGHT, ANDERSON, SCOTT, KIGHT, BRAY, JULIANNA, ANDERSON, ANDERSON, JULIANNA, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.