LP Profile

GW Financial

Also known as gw financial

Wealth ManagerReno, United StatesFounded 1981
$134M
Assets Under Management
Reno
Headquarters
Investment Focus

About GW Financial

Expert college financial planning from an independent, fee-only firm: Save for tuition, maximize aid, and secure your child’s future. Schedule a call today!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to GW Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$133.8M
Total Clients
266
Filing Date
April 1, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to GW Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is GW Financial?

GW Financial is a wealth manager based in Reno, United States, managing approximately $134M in assets.

Where is GW Financial headquartered?

GW Financial is headquartered in Reno, United States.

How much does GW Financial manage?

GW Financial manages approximately $134M in assets under management.

When was GW Financial founded?

GW Financial was founded in 1981.

How can I contact GW Financial?

Verified contact details, key decision-makers, and investment preferences for GW Financial are available on LPbacked. Create a free account to access them.