Gwfs Equities, Inc.
$24.6B reported client assets across 10 advisory firms in FY2021 annual amendments
Reported client assets over time
$381M
$5.8B
2017
2021
Same-firm comparison: 7 firms that reported Gwfs Equities, Inc. in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms, FY2019: 5 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sageview Advisory Group, Llc | $19.6B | $176B | 11.1% | 03/31/2022 |
| World Investment Advisors, Llc | $4.4B | $27.1B | 16.2% | 03/30/2022 |
| Aprio Wealth Management, Llc | $151M | $1.3B | 11.5% | 03/24/2022 |
| Tpg Financial Advisors, Llc | $143M | $1.3B | 11.4% | 03/02/2022 |
| Preisz Associates, Inc. | $118M | $568M | 20.7% | 03/16/2022 |
| M Group Investment Advisor, Llc | $80.6M | $243M | 33.2% | 02/09/2022 |
| Disciplined Investors, L.L.C. | $63.8M | $495M | 12.9% | 03/16/2022 |
| Persium Advisors, Llc | $38.5M | $254M | 15.2% | 03/29/2022 |
| Charter Wealth Management, Inc. | $36.5M | $146M | 24.9% | 01/31/2022 |
| Calderwood Financial Strategies, Inc. | $21.8M | $204M | 10.7% | 02/09/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.