GPWM ADVISORS LLC

Overview

Gpwm Advisors LLC is an independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves high‑net‑worth individuals and families under a percentage‑of‑AUM fee model and operates primarily as a discretionary manager and capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The firm shows a strong preference for public equities as the core of client portfolios while also sourcing third‑party alternative managers to supplement return and diversification opportunities. Investment implementation appears centered on separately managed accounts and exchange‑traded products for core equity exposure, with targeted use of external managers and private offerings where client suitability permits. The adviser’s small client base and concentrated AUM suggest a hands‑on approach to portfolio construction and manager selection, with flexibility to incorporate alternative allocations for qualified clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices