Gw Financial, Inc.
● SEC registered since 1983CRD 110478SEC# 801-18321Reno, NV
Reg. AUM
$133.8M
Employees
3
Accounts
266
Location
Reno, NV
About Gw Financial
GW Financial specializes in college funding strategies that stay current with financial aid, scholarships, and education savings approaches. It highlights CFP and college-funding credentials and plans tailored to changing needs.
Summary based on the firm’s website.
Gw Financial, Inc. assets under management
Gw Financial, Inc. operates as an SEC-registered investment adviser based in Reno, NV. The firm has been registered since 1983. It reports $133.8 million in regulatory assets under management and employs 3 people.
Gw Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julianna Anderson Bray Control | President And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Gw Financial, Inc. manage?
Gw Financial, Inc. reports $133.8 million in regulatory assets under management on its Form ADV.
How many employees does Gw Financial, Inc. have?
Gw Financial, Inc. reports 3 employees.
Where is Gw Financial, Inc. located?
Gw Financial, Inc. is based in Reno, NV and has been SEC-registered since 1983.
Does Gw Financial, Inc. disclose fund performance?
Gw Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5470 Kietzke Lane, Suite 300, Reno, NV 89511 |
| Phone | 714-850-0534 |
| Office hours | M-F 9a.m.-3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.8M▲ 21%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$133.8Mregulatory AUM
Discretionary $117.4MNon-discretionary $16.4M