GWA Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GWA Wealth is an independent, state-registered investment adviser that serves individuals (including high-net-worth clients), trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, retirement income management, and selection/oversight of other advisers.
The firm constructs globally diversified portfolios primarily using exchange-traded funds and applies fundamental analysis within a generally long-term, discretionary management framework; it also provides ongoing retirement distribution oversight and withdrawal coordination. Financial planning is offered on a project basis with the option for ongoing hourly support, and the firm positions itself as the primary fiduciary adviser when clients use third‑party model managers on its recommended platform.
Notable features of the firm include its recent formation and initial ADV filing reporting no assets under management or client accounts at the time of filing. The firm requires use of its recommended custodian/platform for custody and trade execution (it does not accept directed brokerage), does not vote client proxies, and its principal engages in public financial education via a recurring podcast—operational choices that differentiate it from many peers and affect trade execution and proxy-voting responsibilities.
Client services
Expertise
Fee options
$2,500 one-time project fee for financial planning
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
$200 per hour for ongoing financial planning services
Fee-only: Financial planning hourly rate: $200 per hour; Financial planning project fee: $2,500 (paid in two installments)
Main office
3015 Dunes West Blvd, Suite 507
Mt Pleasant SC 29466, United States
Offices (1)
Most active in
Maryland · South Carolina · Texas · Virginia
Also doing business as
Gwa Wealth · Gwa Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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