A complete list of active advisors currently associated with GPWA, LLC

Warmer can help you find a great advisor at GPWA, LLC or one who fits your needs even better.

GPWA, LLC provides advisory services to a mix of individual clients (including high net worth individuals), small businesses, trusts, estates, charities, and retirement plans, serving 198 clients through a four-advisor team. The firm offers asset management, financial and business planning, ERISA plan services (including 3(21) and 3(38) roles), and acts as a solicitor/referral source for third‑party managers. GPWA manages client portfolios primarily on a non‑discretionary basis — the firm reports $108,103,094 in non‑discretionary assets under management and $0 in discretionary assets — and employs a range of analysis methods (fundamental, technical, quantitative, MPT) with monitoring and periodic reviews. When appropriate, GPWA recommends or places clients with third‑party managers and serves as an ongoing liaison, providing documentation, periodic oversight, and solicitor arrangements disclosed to clients. Noteworthy for a team‑sized advisory firm, GPWA is dually registered and affiliated with a broker‑dealer, and several investment adviser representatives are also registered representatives and insurance agents, which creates potential conflicts of interest disclosed in the brochure. The firm mitigates these conflicts through disclosures, a Code of Ethics, trade reviews, custodian statements delivered directly to clients, and by documenting that advisory relationships are non‑discretionary and that TP M referrals include solicitor fee arrangements.

To learn more about the advisors currently working at GPWA, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.