$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 09-11-2020
- Office Locations
- 1
Office Locations
339 W State Street, Suite 203 Eagle ID
About Gpwm Advisors LLC
Gpwm Advisors LLC is a Eagle-based RIA. The firm has been operating for 5 years. Managing $27.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and State Street. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$931.5K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Pioneer Timber horizon Horizon pathway Glacier Quantum pioneer
Client Personas
Glacier
Investment Themes
Optima
Investment Vehicles
Vital
Services
Oak North value Unison legacy Ember Focus
Technology
Focus
Owner & Executives
E
ETHAN SAMUEL HADLEY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5126112
- Ownership
- 75% or more
(561) 960-6693
frontier.ridge@unisoncapital.com
in linkedin.com/in/peak-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,014,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,014,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,014,000
Equity - Exchange:
33.4% Equity - OTC:
18.6% Cash:
48.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,899,667,717 | 33.4% |
| Equity - OTC | $1,057,898,788 | 18.6% |
| Cash | $2,730,061,389 | 48.0% |
| Total | $5,687,627,894 | 100.0% |