Gw Asena Pty Ltd
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
| High net worth individuals | Fewer than 5 clients | $0 | — |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Anthony Michael Harper | President | Aug 2014 (12y) | ≈ 28.13% – 75% via Drifting Ventures, Llc | |
| Liza Janakievski | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| John Likos | Registered representative | CFA | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Asena Holdings, Llc | Owner | Jan 2022 | A | 50% – 75% |
| Giles Wade Private Wealth Pty Ltd | Owner | Jan 2022 | A | 50% – 75% |
| Drifting Ventures, Llc | Sole Member | Apr 2019 | B | ≈ 37.5% – 75% via Asena Holdings, Llc |
| Janakievski Family Trust | Share Holder | Nov 2011 | B | ≈ 25% – 56.25% via Giles Wade Private Wealth Pty Ltd |
| I&C Janakievski Pty Ltd | Trustee | Feb 2000 | B | GP / trustee / elected manager of Janakievski Family Trust (indirect) |
Estimated effective ownership (look-through of filed bands):
- Peter Anthony Michael Harper: 75% – 100% of Drifting Ventures, Llc × 75% – 100% of Asena Holdings, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Drifting Ventures, Llc: 75% – 100% of Asena Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Janakievski Family Trust: 50% – 75% of Giles Wade Private Wealth Pty Ltd × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗