G
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
20 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2005
- Office Locations
- 1
Office Locations
3265 Hardwood Hollow Road Medina OH
About GJW Investment Adviser LLC
GJW Investment Adviser LLC is a Medina-based RIA. The firm has been operating for 20 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$276.8K AVG AUM / CLIENT
20.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY JAMES WEISHEIT
Chief Compliance Officer, President
- CRD
- #3275372
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,259,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,259,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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