GWA Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
GWA Wealth is an independent, state‑registered investment adviser that provides comprehensive financial planning, discretionary portfolio management, and recommendations for third‑party advisers to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. Like many solo independent firms, it offers portfolio management for individuals and uses asset‑based advisory fees alongside project and hourly financial planning engagements.
The firm builds globally diversified portfolios primarily using exchange‑traded funds and applies fundamental analysis to align portfolios with clients’ objectives and risk tolerances, typically managing accounts on a discretionary basis. Operationally, GWA Wealth relies on the AssetMark platform as its recommended custodian and sub‑adviser for model portfolios, with AssetMark handling custody, trade execution, and fee collection rather than the firm directly executing trades.
Notable distinctions include the firm’s recent formation and initial ADV filing reporting no assets under management or clients at the time of the filing, and an outside business activity in which the principal hosts a personal‑finance podcast. GWA Wealth does not vote client proxies or produce independent written performance reports; clients receive custodial statements and platform disclosures directly from the recommended custodian.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Passive / index investing
Fee options
$2,500 initial project fee for financial planning
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
$200 per hour for ongoing financial planning services
Main office location
GWA Wealth
3015 Dunes West Blvd, Suite 507
Mt Pleasant SC 29466, United States
Number of offices
1
Most active in
GWA Wealth has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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