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GW & WADE, LLC

WELLESLEY, MA · CRD 105394 · IAPD ↗ · (781) 239-1188

$8.90BRegulatory AUM
41Advisory reps
87Employees
0Clients
More than 500Planning clients
0Private funds
53States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — GW & WADE, LLC (WELLESLEY, MA) left the SEC roster (was $8.90B RAUM, 41 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.