GW FINANCIAL, INC.
Legal name: GW FINANCIAL
CRD #110478 SEC #801-18321 RENO, NV 714-850-0534
SEC Registered
Total AUM
$110.3M
Discretionary
$94.8M
Employees
4
Clients
26
Accounts
252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $110.3M | $94.8M | $15.5M | 4 | 0 |
| Mar 2025 | $110.3M | $94.8M | $15.5M | 4 | 0 |
| Apr 2024 | $93.5M | $83.3M | $10.2M | 6 | 5 |
| Feb 2023 | $93.5M | $77.8M | $15.7M | 6 | 5 |
| Mar 2022 | $119.4M | $96.3M | $23.2M | 3 | 4 |
| Apr 2021 | $119.9M | $105.3M | $14.6M | 2 | 3 |
| Aug 2020 | $108.3M | $82M | $26.3M | 2 | 0 |
| Jul 2020 | $108.3M | $82M | $26.3M | 2 | 0 |
| Mar 2019 | $106.1M | $95M | $11.1M | 4 | 2 |
| Oct 2018 | $133.8M | $119.7M | $14.2M | 4 | 10 |
| Mar 2018 | $133.8M | $119.7M | $14.2M | 4 | 10 |
| May 2017 | $107.6M | $95.6M | $12M | 4 | 200 |
| May 2017 | $107.6M | $95.6M | $12M | 4 | 200 |
| May 2017 | $107.6M | $95.6M | $12M | 4 | 200 |
| Feb 2017 | $107.6M | $95.6M | $12M | 4 | 200 |
| Jun 2016 | $95M | $85M | $10M | 4 | 200 |
| Mar 2016 | $95M | $85M | $10M | 4 | 200 |
| Jun 2015 | $124.8M | $100.4M | $24.4M | 4 | 200 |
| Sep 2014 | $140M | $119.2M | $20.8M | 4 | 200 |
| Jul 2014 | $140M | $119.2M | $20.8M | 4 | 200 |
| Jul 2014 | $140M | $119.2M | $20.8M | 4 | 200 |
| Jun 2014 | $140M | $119.2M | $20.8M | 4 | 200 |
| May 2014 | $140M | $119.2M | $20.8M | 4 | 200 |
| May 2013 | $133.2M | $119.5M | $13.7M | 3 | 200 |
| Jun 2012 | $127.7M | $108.5M | $19.2M | 1 | 200 |
| Feb 2012 | $123.6M | $110.5M | $13.2M | 1 | 200 |
| May 2011 | $144.1M | $130.1M | $14M | 5 | -- |
| Apr 2009 | $129.9M | $111.6M | $18.3M | 5 | -- |
| Apr 2007 | $156M | $134.8M | $21.2M | 5 | -- |
| Apr 2004 | $116.4M | $97.5M | $18.9M | 5 | -- |
DateJul 2025
Total AUM$110.3M
Discretionary$94.8M
Non-Disc.$15.5M
Employees4
Clients0
DateMar 2025
Total AUM$110.3M
Discretionary$94.8M
Non-Disc.$15.5M
Employees4
Clients0
DateApr 2024
Total AUM$93.5M
Discretionary$83.3M
Non-Disc.$10.2M
Employees6
Clients5
DateFeb 2023
Total AUM$93.5M
Discretionary$77.8M
Non-Disc.$15.7M
Employees6
Clients5
DateMar 2022
Total AUM$119.4M
Discretionary$96.3M
Non-Disc.$23.2M
Employees3
Clients4
DateApr 2021
Total AUM$119.9M
Discretionary$105.3M
Non-Disc.$14.6M
Employees2
Clients3
DateAug 2020
Total AUM$108.3M
Discretionary$82M
Non-Disc.$26.3M
Employees2
Clients0
DateJul 2020
Total AUM$108.3M
Discretionary$82M
Non-Disc.$26.3M
Employees2
Clients0
DateMar 2019
Total AUM$106.1M
Discretionary$95M
Non-Disc.$11.1M
Employees4
Clients2
DateOct 2018
Total AUM$133.8M
Discretionary$119.7M
Non-Disc.$14.2M
Employees4
Clients10
DateMar 2018
Total AUM$133.8M
Discretionary$119.7M
Non-Disc.$14.2M
Employees4
Clients10
DateMay 2017
Total AUM$107.6M
Discretionary$95.6M
Non-Disc.$12M
Employees4
Clients200
DateMay 2017
Total AUM$107.6M
Discretionary$95.6M
Non-Disc.$12M
Employees4
Clients200
DateMay 2017
Total AUM$107.6M
Discretionary$95.6M
Non-Disc.$12M
Employees4
Clients200
DateFeb 2017
Total AUM$107.6M
Discretionary$95.6M
Non-Disc.$12M
Employees4
Clients200
DateJun 2016
Total AUM$95M
Discretionary$85M
Non-Disc.$10M
Employees4
Clients200
DateMar 2016
Total AUM$95M
Discretionary$85M
Non-Disc.$10M
Employees4
Clients200
DateJun 2015
Total AUM$124.8M
Discretionary$100.4M
Non-Disc.$24.4M
Employees4
Clients200
DateSep 2014
Total AUM$140M
Discretionary$119.2M
Non-Disc.$20.8M
Employees4
Clients200
DateJul 2014
Total AUM$140M
Discretionary$119.2M
Non-Disc.$20.8M
Employees4
Clients200
DateJul 2014
Total AUM$140M
Discretionary$119.2M
Non-Disc.$20.8M
Employees4
Clients200
DateJun 2014
Total AUM$140M
Discretionary$119.2M
Non-Disc.$20.8M
Employees4
Clients200
DateMay 2014
Total AUM$140M
Discretionary$119.2M
Non-Disc.$20.8M
Employees4
Clients200
DateMay 2013
Total AUM$133.2M
Discretionary$119.5M
Non-Disc.$13.7M
Employees3
Clients200
DateJun 2012
Total AUM$127.7M
Discretionary$108.5M
Non-Disc.$19.2M
Employees1
Clients200
DateFeb 2012
Total AUM$123.6M
Discretionary$110.5M
Non-Disc.$13.2M
Employees1
Clients200
DateMay 2011
Total AUM$144.1M
Discretionary$130.1M
Non-Disc.$14M
Employees5
Clients--
DateApr 2009
Total AUM$129.9M
Discretionary$111.6M
Non-Disc.$18.3M
Employees5
Clients--
DateApr 2007
Total AUM$156M
Discretionary$134.8M
Non-Disc.$21.2M
Employees5
Clients--
DateApr 2004
Total AUM$116.4M
Discretionary$97.5M
Non-Disc.$18.9M
Employees5
Clients--