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, portfolio management, insurance consulting, retirement and pension consulting, estate planning, tax advice and compliance, company restructuring consultation, seminars, and selection/referral to other investment advisers. Its clients include individual investors (including high‑net‑worth clients), corporations and other businesses, pension and profit‑sharing plans, charitable organizations, estates, trusts, and other institutional clients.
The firm employs a mix of fundamental, technical, charting and cyclical analyses and supports both active and passive index strategies, often combining a long‑term core with tactical holdings. Trading methods described in the brochure include margin borrowing, short sales and options, and accounts may be managed on a discretionary or non‑discretionary basis with attention to tax consequences and ERISA fiduciary duties for retirement rollovers.
GW Asena’s brochure highlights features that are less common among peers: its principal office is located outside the United States, it operates with ownership and affiliations that span an affiliated broker‑dealer and an affiliated professional services entity through which some advisers provide accounting and legal services, and it is affiliated with a private fund while also recommending and receiving referral compensation from third‑party advisers. Those cross‑roles and the firm’s use of more sophisticated trading tools, together with its provision of seminars, are disclosed as potential conflicts of interest and are emphasized in the firm’s disclosures.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for services other than portfolio management range from $10,000 to $100,000+ depending on scope and complexity
$0 - $1,000,000: 2% $1,000,001 - $5,000,000: 1.5% $5,000,001+: 1%
Commissions on sale of securities and insurance products charged separately when applicable; investment adviser representatives receive commissions for insurance product sales and for securities sales as registered representatives of a related broker-dealer
Account minimum: $200,000 Minimum fee: Minimum fee-for-service for fixed or bundled services is $10,000 annually if ongoing
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 financial advisor at GW Asena Pty Ltd with three years of industry experience. She holds a Series 65 designation and has been with GW Asena Pty Ltd since 2022. She is also CEO and Executive Director of Giles Wade Private Wealth Pty Ltd, an Australian licensed securities and advisory firm. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers both passive and active investment strategies alongside financial planning, tax advice, and other consulting services.
John L
CFA®
Remote
GW Asena Pty Ltd
John Likos is a CFA® charterholder currently with GW Asena Pty Ltd. He has prior experience at Asena Family Office Pty Ltd, Bond Adviser Pty Ltd, and Morningstar, totaling 12 years in the financial industry. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using both passive and active strategies, and offers a range of services including financial planning, tax advice, retirement consulting, and educational seminars.
Peter H
Series 65
West Palm Beach, FL
GW Asena Pty Ltd
Peter Harper is a Series 65 licensed financial advisor with GW Asena Pty Ltd, based in West Palm Beach, FL, with three years of industry experience. He has been associated with GW Asena Pty Ltd since 2022 and has also served as CEO and founder of Asena Advisors LLC since 2010. Outside of investment advisory, he holds leadership roles in holding companies Asena Holdings, LLC and Drifting Ventures, LLC. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using both passive and active strategies, offering a range of financial planning, tax, retirement, and consulting services.
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