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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-28-1983
- Office Locations
- 2
Office Locations
About GW Financial
GW Financial, Inc. is an independent registered investment advisor serving families in the Reno-Tahoe area, specializing in college funding strategies for parents of multiple children who may not qualify for need-based aid. Services include ongoing financial planning, investment management, retirement and education expense forecasting, and tax-efficient withdrawal and financial aid/loan planning. Portfolios are predominantly ETF-based. Minimum annual fee is $7,500.
Reported data analysis
What the numbers show
Between July 2, 2025 and April 1, 2026, reported AUM increased 21.3%, from $110.3M to $133.8M.
Across 5 reported observations, AUM increased 12.1% between March 31, 2022 and April 1, 2026, from $119.4M to $133.8M.
Of the latest reported AUM, 87.7% is discretionary and 12.3% is non-discretionary.
The firm reports 2 advisory representatives and 93 clients, or 46.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 43 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JULIANNA ANDERSON BRAY
Chief Compliance Officer, President, Wealth Manager
- CRD
- #4942635
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SCOTT KIGHT ANDERSON JR.
President
- CRD
- #4113189
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,425,653 | $464,133 |
| Non-Discretionary | $16,410,948 | $1,262,381 |
| Total | $133,836,601 | $503,145 |
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Separately Managed Accounts
SMA allocation detail is available
GW Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.