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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2005
- Office Locations
- 1
Office Locations
About GJW Investment Adviser LLC
GJW Investment Adviser LLC is a Medina-based RIA. The firm has been operating for 21 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $276.8K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
GREGORY JAMES WEISHEIT
Chief Compliance Officer, President
- CRD
- #3275372
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
GJW Investment Adviser LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.