GWM Advisors Review


Trust Score 89%
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Last updated: May 26th, 2019. Data source: SEC filings.

GWM Advisors, federally registered in 2014, is a Registered Investment Advisor (RIA) in 44 state(s) with a licensed staff of 89 advisors. GWM Advisors manages $2.5 billion and provides investment advisory services for 8,068 clients (1:91 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $314,479
Hybrid Advisor No
Disciplinary History No
Total AUM $2.5 billion
Advisor / Client Ratio 1:91
Headquarters Baton Rouge, LA
SEC Filings Forms and Brochures    (CRD # 171351)
State(s) Registered AL, AK, AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY


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