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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Signal eagleMeridian
- Established Date
- 10-02-2013
- Office Locations
- 3
Office Locations
About Gpwa, LLC
GPWA, LLC is an independent Nashville-based wealth advisory firm serving young professionals, entrepreneurs, growing families, and retirees. The team provides goal-based financial planning and portfolio guidance across investments, retirement, estate planning, insurance, and tax planning, with an emphasis on education and practical, data-driven strategies using ETFs and mutual funds. Operates with a “no sales quota” approach and supports multi-custodial relationships such as Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN JOSEPH COTE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4218494
- Ownership
- 75% or more
Daniel Stewart Beaton
Chief Financial Officer, Finop
- CRD
- #4240769
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Mark Bradley Frost
Managing Partner
- CRD
- #1172405
Tammy B Paxton
Certified Financial Planner
- CRD
- #5335295
Horizon vital
Eagle legacy
- CRD
- #34892
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $108,103,094 | -- |
| Total | $108,103,094 | -- |
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Separately Managed Accounts
Total SMA Asset: $108,103,094
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $386,459,472 | 31.8% |
| Equity - Exchange | $83,854,414 | 6.9% |
| Municipal Bonds | $193,229,736 | 15.9% |
| Cash | $188,368,610 | 15.5% |
| Corporate - Investment Grade | $363,369,126 | 29.9% |
| Total | $1,215,281,358 | 100.0% |