Gw Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Reno, NV. Its latest Form ADV filing, dated April 1, 2026, reports $134M in regulatory assets under management, 3 employees, and 266 accounts.
Assets Under Management
$134M
Employees
3
Offices
--
Total Clients
93
Primary office
RENO, NV
5470 KIETZKE LANE, SUITE 300, RENO, NV, United States
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
52
2
Individuals
44.1%
41
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
IRREVOCABLE TRUSTS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of April 1, 2026
Discretionary87.7%
$117M
88% of total RAUM87.7%
Non-discretionary12.3%
$16M
12% of total RAUM12.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$134M
Total Accounts266
10Y AUM Change+$26M (+24.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee31:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.