GWA Wealth

Overview

GWA Wealth is organized as a limited liability company and is owned by an individual. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and offers manager selection services — indicating it both advises clients directly and hires outside managers to implement portions of client portfolios. GWA Wealth operates as a capital allocator, and its billing model includes percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser.

Investments & Alternatives