Gw Asena Pty Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GW Asena Pty Ltd provides financial planning and portfolio management for individuals, businesses and institutional clients, and offers related services including retirement and pension consulting, estate planning, tax advice and compliance, insurance consulting, seminars, company restructuring, and referrals to other advisers. The firm’s brochure lists a typical client mix of high net worth and individual clients and, unusually for firms of this size, indicates engagement with a broader set of institutional counterparties including sovereign wealth funds, banking and thrift institutions, insurance companies, and state or municipal government clients.
The firm works with clients on both discretionary and non‑discretionary mandates, tailoring recommendations to each client’s goals, risk tolerance and time horizon and using a mix of fundamental, technical, charting and cyclical analysis while supporting both active and passive strategies. The brochure discloses that the adviser may use leverage and derivatives (including margin, short sales and options) in separately managed accounts when appropriate, and that it sometimes refers clients to third‑party advisers or fund interests for which it may receive referral compensation.
Distinctive aspects disclosed in the brochure include a principal office located outside the United States and an ownership structure split between an affiliated broker‑dealer and a holding company, as well as affiliations with accounting and legal service entities and an affiliated private fund that supports firm operations — all relationships the firm says it manages through disclosure and supervisory controls. The firm also reports it currently does not manage client assets (as of the date in the brochure) and offers educational seminars and company restructuring consultations, services noted as less common among similarly sized supported advisers.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning, insurance consulting, retirement & pension consulting, estate planning, tax advice, seminars, company restructuring consultation; fees agreed in advance, ranging from $10,000 to $100,000+
$0 - $1,000,000: 2% $1,000,001 - $5,000,000: 1.5% $5,000,001+: 1%
Commissions received by investment adviser representatives if acting as insurance agents or registered representatives for sales of securities or insurance products
Account minimum: $200,000 Fee-only: Flat, fixed fees ranging from $10,000 to $100,000+ for financial planning and related services
Main office
700 S. Rosemary Avenue, Ste 204
West Palm Beach FL 33401
Advisors at this office
1
Most active in
California · Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Liza J
Series 65
Remote
Gw Asena Pty Ltd
Liza Janakievski is a Series 65 credentialed advisor at GW Asena Pty Ltd with three years of industry experience. She is also CEO and Executive Director of Giles Wade Private Wealth Pty Ltd, an Australian licensed securities and advisory firm, where she has served as a director since 2011 and as CEO since 2018. GW Asena Pty Ltd provides financial planning and portfolio management services to individuals, businesses, and institutional clients. The firm offers a range of related services including retirement and pension consulting, estate planning, tax advice, insurance consulting, educational seminars, and company restructuring, working with both discretionary and non-discretionary mandates tailored to client goals and risk tolerances.
John L
CFA®
Remote
Gw Asena Pty Ltd
John Likos is a CFA® charterholder affiliated with GW Asena Pty Ltd. He has held roles at Asena Family Office Pty Ltd since 2024, Bond Adviser Pty Ltd from 2019 to 2024, and Morningstar from 2014 to 2019. GW Asena Pty Ltd provides financial planning and portfolio management for individuals, businesses, and institutional clients, including services such as retirement and pension consulting, estate planning, tax advice, and company restructuring. The firm serves a diverse client base ranging from high net worth individuals to institutional counterparties and employs a variety of analytical techniques to tailor investment strategies.
Peter H
Series 65
West Palm Beach, FL
Gw Asena Pty Ltd
Peter Harper is a financial advisor with Gw Asena Pty Ltd in West Palm Beach, FL, holding a Series 65 credential and three years of industry experience. He has worked at Gw Asena Pty Ltd since 2022 and is also associated with Asena Advisors LLC since 2010. Outside of advisory work, he serves as president or managing member of multiple holding companies involved in corporate filings. Gw Asena Pty Ltd provides financial planning and portfolio management services to individuals, businesses, and institutional clients, offering a range of related services including retirement consulting, estate planning, tax advice, and company restructuring. The firm serves a diverse client base that includes high net worth individuals and institutional counterparts, employing various investment approaches tailored to client goals and risk tolerance.
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