A complete list of active advisors currently associated with GWA Wealth

Warmer can help you find a great advisor at GWA Wealth or one who fits your needs even better.

GWA Wealth is an independent, state‑registered investment adviser that provides comprehensive financial planning, discretionary portfolio management, and recommendations for third‑party advisers to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. Like many solo independent firms, it offers portfolio management for individuals and uses asset‑based advisory fees alongside project and hourly financial planning engagements. The firm builds globally diversified portfolios primarily using exchange‑traded funds and applies fundamental analysis to align portfolios with clients’ objectives and risk tolerances, typically managing accounts on a discretionary basis. Operationally, GWA Wealth relies on the AssetMark platform as its recommended custodian and sub‑adviser for model portfolios, with AssetMark handling custody, trade execution, and fee collection rather than the firm directly executing trades. Notable distinctions include the firm’s recent formation and initial ADV filing reporting no assets under management or clients at the time of the filing, and an outside business activity in which the principal hosts a personal‑finance podcast. GWA Wealth does not vote client proxies or produce independent written performance reports; clients receive custodial statements and platform disclosures directly from the recommended custodian.

To learn more about the advisors currently working at GWA Wealth, 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.