GW & WADE LLC
Legal Name: GW & WADE, LLC
Other Info
GW & WADE, LLC is a successful DE Limited Liability Company with 61 employees, 30 of which serve in advisory roles. While the number of clients they serve is unknown, the firm's last reported SEC status is listed as Approved, with a registration date of Aug 1, 1986.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
GW & Wade Wealth Management | Wellesley, MA and Palo Alto, CA
GW & Wade provides comprehensive wealth management services to individuals and families in Wellesley, MA, Palo Alto, CA, and Reston, VA.
Direct Owners
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ERIC HERD ROSENBERG
MANAGEMENT COMMITTEE MEMBER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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HEATHER SCHIRMER MAHONEY
GENERAL COUNSEL owns less than 5%
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MATTHEW GEORGE VALENTINE
CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT FRANCIS BODIO
MANAGEMENT COMMITTEE MEMBER owns less than 5%
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ROBERT JAMES EMENS
MANAGEMENT COMMITTEE MEMBER owns less than 5%
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ROGER WILLIAM WADE
MANAGEMENT COMMITTEE CO-HEAD owns less than 5%
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TIMOTHY PINCH
MANAGEMENT COMMITTEE CO-HEAD owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more