GW & WADE, LLC
CRD #105394 SEC #801-27292 WELLESLEY, MA (781) 239-1188
SEC Registered Disclosures
Total AUM
$8.9B
Discretionary
$8.9B
Employees
87
Clients
--
Accounts
11,861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $8.9B | $8.9B | $10.8M | 87 | 0 |
| Sep 2023 | $8.9B | $8.9B | $10.8M | 87 | 0 |
| Sep 2023 | $8.9B | $8.9B | $10.8M | 87 | 0 |
| Mar 2023 | $8.9B | $8.9B | $10.8M | 87 | 0 |
| Nov 2022 | $10.4B | $10.4B | $23.4M | 81 | 0 |
| Sep 2022 | $10.4B | $10.4B | $23.4M | 81 | 0 |
| Mar 2022 | $10.4B | $10.4B | $23.4M | 81 | 0 |
| Feb 2022 | $8.3B | $8.3B | $9.4M | 74 | 0 |
| Apr 2021 | $8.3B | $8.3B | $9.4M | 74 | 0 |
| Apr 2021 | $8.3B | $8.3B | $9.4M | 74 | 0 |
| Mar 2021 | $8.3B | $8.3B | $9.4M | 74 | 0 |
| Jan 2021 | $6.7B | $6.6B | $67.3M | 65 | 0 |
| Jan 2021 | $6.7B | $6.6B | $67.3M | 65 | 0 |
| Jun 2020 | $6.7B | $6.6B | $67.3M | 65 | 0 |
| Jun 2020 | $6.7B | $6.6B | $67.3M | 65 | 0 |
| Mar 2020 | $6.7B | $6.6B | $67.3M | 65 | 0 |
| Mar 2020 | $6.7B | $6.6B | $67.3M | 65 | 0 |
| Sep 2019 | $5.9B | $5B | $951.9M | 61 | 0 |
| Mar 2019 | $5.9B | $5B | $951.9M | 61 | 0 |
| Dec 2018 | $6.3B | $5.2B | $1.1B | 64 | 0 |
| Oct 2018 | $6.3B | $5.2B | $1.1B | 64 | 0 |
| Aug 2018 | $6.3B | $5.2B | $1.1B | 64 | 0 |
| Aug 2018 | $6.3B | $5.2B | $1.1B | 64 | 0 |
| Jun 2018 | $6.3B | $5.2B | $1.1B | 64 | 0 |
| Mar 2018 | $6.3B | $5.2B | $1.1B | 64 | 0 |
| Jul 2017 | $5.5B | $4.3B | $1.2B | 63 | 1,700 |
| Jun 2017 | $5.5B | $4.3B | $1.2B | 63 | 1,700 |
| Jun 2017 | $5.5B | $4.3B | $1.2B | 63 | 1,700 |
| Mar 2017 | $5.5B | $4.3B | $1.2B | 63 | 1,700 |
| Mar 2017 | $5.5B | $4.3B | $1.2B | 63 | 1,700 |
| Jan 2017 | $5.1B | $4.3B | $799.8M | 66 | 1,700 |
| May 2016 | $5.1B | $4.3B | $799.8M | 66 | 1,700 |
| Mar 2016 | $5.1B | $4.3B | $799.8M | 66 | 1,700 |
| Mar 2015 | $5.1B | $4.3B | $758.9M | 66 | 1,600 |
| Nov 2014 | $4.6B | $3.7B | $904.9M | 64 | 1,600 |
| Nov 2014 | $4.6B | $3.7B | $904.9M | 64 | 1,600 |
| Nov 2014 | $4.6B | $3.7B | $904.9M | 64 | 1,600 |
| Jul 2014 | $4.6B | $3.7B | $904.9M | 64 | 1,600 |
| Jul 2014 | $4.6B | $3.7B | $904.9M | 64 | 1,600 |
| Mar 2014 | $4.5B | $3.6B | $899.9M | 62 | 1,500 |
| Mar 2014 | $4.5B | $3.6B | $899.9M | 62 | 1,500 |
| Nov 2013 | $3.9B | $3.2B | $708.6M | 59 | 1,600 |
| Nov 2013 | $3.9B | $3.2B | $708.6M | 59 | 1,600 |
| Aug 2013 | $3.9B | $3.2B | $708.6M | 59 | 1,600 |
| Apr 2013 | $3.9B | $3.2B | $708.6M | 59 | 1,600 |
| Jan 2013 | $3.6B | $2.9B | $746.2M | 55 | 1,800 |
| May 2012 | $3.6B | $2.9B | $746.2M | 11 | 1,800 |
| Apr 2012 | $3.6B | $2.9B | $746.2M | 11 | 1,800 |
| Mar 2012 | $3.6B | $2.9B | $746.2M | 11 | 1,800 |
| Mar 2011 | $3.3B | $2.8B | $569.1M | -- | -- |
| Feb 2011 | $2.7B | $2.1B | $647.6M | -- | -- |
| May 2010 | $2.7B | $2.1B | $647.6M | -- | -- |
| May 2010 | $2.5B | $2B | $460.6M | -- | -- |
| Mar 2010 | $2.5B | $2B | $460.6M | -- | -- |
| Mar 2008 | $2.7B | $1.8B | $916.5M | 51 | -- |
| Oct 2007 | $2.4B | $1.8B | $560.7M | -- | -- |
| Sep 2007 | $2.4B | $1.8B | $560.7M | -- | -- |
| Jan 2007 | $2.4B | $1.8B | $560.7M | -- | -- |
| Feb 2006 | $1.7B | $1.2B | $510.6M | -- | -- |
| Sep 2005 | $1.5B | $1B | $471.7M | -- | -- |
| Sep 2005 | $1.5B | $1B | $471.7M | -- | -- |
| May 2004 | $1.4B | $684.5M | $666.4M | -- | -- |
| Jun 2001 | $1.6B | $782.2M | $810.6M | -- | -- |
| May 2001 | $1.6B | $782.2M | $810.6M | -- | -- |
DateFeb 2024
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$10.8M
Employees87
Clients0
DateSep 2023
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$10.8M
Employees87
Clients0
DateSep 2023
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$10.8M
Employees87
Clients0
DateMar 2023
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$10.8M
Employees87
Clients0
DateNov 2022
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$23.4M
Employees81
Clients0
DateSep 2022
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$23.4M
Employees81
Clients0
DateMar 2022
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$23.4M
Employees81
Clients0
DateFeb 2022
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$9.4M
Employees74
Clients0
DateApr 2021
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$9.4M
Employees74
Clients0
DateApr 2021
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$9.4M
Employees74
Clients0
DateMar 2021
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$9.4M
Employees74
Clients0
DateJan 2021
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$67.3M
Employees65
Clients0
DateJan 2021
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$67.3M
Employees65
Clients0
DateJun 2020
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$67.3M
Employees65
Clients0
DateJun 2020
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$67.3M
Employees65
Clients0
DateMar 2020
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$67.3M
Employees65
Clients0
DateMar 2020
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$67.3M
Employees65
Clients0
DateSep 2019
Total AUM$5.9B
Discretionary$5B
Non-Disc.$951.9M
Employees61
Clients0
DateMar 2019
Total AUM$5.9B
Discretionary$5B
Non-Disc.$951.9M
Employees61
Clients0
DateDec 2018
Total AUM$6.3B
Discretionary$5.2B
Non-Disc.$1.1B
Employees64
Clients0
DateOct 2018
Total AUM$6.3B
Discretionary$5.2B
Non-Disc.$1.1B
Employees64
Clients0
DateAug 2018
Total AUM$6.3B
Discretionary$5.2B
Non-Disc.$1.1B
Employees64
Clients0
DateAug 2018
Total AUM$6.3B
Discretionary$5.2B
Non-Disc.$1.1B
Employees64
Clients0
DateJun 2018
Total AUM$6.3B
Discretionary$5.2B
Non-Disc.$1.1B
Employees64
Clients0
DateMar 2018
Total AUM$6.3B
Discretionary$5.2B
Non-Disc.$1.1B
Employees64
Clients0
DateJul 2017
Total AUM$5.5B
Discretionary$4.3B
Non-Disc.$1.2B
Employees63
Clients1,700
DateJun 2017
Total AUM$5.5B
Discretionary$4.3B
Non-Disc.$1.2B
Employees63
Clients1,700
DateJun 2017
Total AUM$5.5B
Discretionary$4.3B
Non-Disc.$1.2B
Employees63
Clients1,700
DateMar 2017
Total AUM$5.5B
Discretionary$4.3B
Non-Disc.$1.2B
Employees63
Clients1,700
DateMar 2017
Total AUM$5.5B
Discretionary$4.3B
Non-Disc.$1.2B
Employees63
Clients1,700
DateJan 2017
Total AUM$5.1B
Discretionary$4.3B
Non-Disc.$799.8M
Employees66
Clients1,700
DateMay 2016
Total AUM$5.1B
Discretionary$4.3B
Non-Disc.$799.8M
Employees66
Clients1,700
DateMar 2016
Total AUM$5.1B
Discretionary$4.3B
Non-Disc.$799.8M
Employees66
Clients1,700
DateMar 2015
Total AUM$5.1B
Discretionary$4.3B
Non-Disc.$758.9M
Employees66
Clients1,600
DateNov 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$904.9M
Employees64
Clients1,600
DateNov 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$904.9M
Employees64
Clients1,600
DateNov 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$904.9M
Employees64
Clients1,600
DateJul 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$904.9M
Employees64
Clients1,600
DateJul 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$904.9M
Employees64
Clients1,600
DateMar 2014
Total AUM$4.5B
Discretionary$3.6B
Non-Disc.$899.9M
Employees62
Clients1,500
DateMar 2014
Total AUM$4.5B
Discretionary$3.6B
Non-Disc.$899.9M
Employees62
Clients1,500
DateNov 2013
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$708.6M
Employees59
Clients1,600
DateNov 2013
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$708.6M
Employees59
Clients1,600
DateAug 2013
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$708.6M
Employees59
Clients1,600
DateApr 2013
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$708.6M
Employees59
Clients1,600
DateJan 2013
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$746.2M
Employees55
Clients1,800
DateMay 2012
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$746.2M
Employees11
Clients1,800
DateApr 2012
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$746.2M
Employees11
Clients1,800
DateMar 2012
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$746.2M
Employees11
Clients1,800
DateMar 2011
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$569.1M
Employees--
Clients--
DateFeb 2011
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$647.6M
Employees--
Clients--
DateMay 2010
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$647.6M
Employees--
Clients--
DateMay 2010
Total AUM$2.5B
Discretionary$2B
Non-Disc.$460.6M
Employees--
Clients--
DateMar 2010
Total AUM$2.5B
Discretionary$2B
Non-Disc.$460.6M
Employees--
Clients--
DateMar 2008
Total AUM$2.7B
Discretionary$1.8B
Non-Disc.$916.5M
Employees51
Clients--
DateOct 2007
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$560.7M
Employees--
Clients--
DateSep 2007
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$560.7M
Employees--
Clients--
DateJan 2007
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$560.7M
Employees--
Clients--
DateFeb 2006
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$510.6M
Employees--
Clients--
DateSep 2005
Total AUM$1.5B
Discretionary$1B
Non-Disc.$471.7M
Employees--
Clients--
DateSep 2005
Total AUM$1.5B
Discretionary$1B
Non-Disc.$471.7M
Employees--
Clients--
DateMay 2004
Total AUM$1.4B
Discretionary$684.5M
Non-Disc.$666.4M
Employees--
Clients--
DateJun 2001
Total AUM$1.6B
Discretionary$782.2M
Non-Disc.$810.6M
Employees--
Clients--
DateMay 2001
Total AUM$1.6B
Discretionary$782.2M
Non-Disc.$810.6M
Employees--
Clients--