Adam
Willis
Gw & Wade, LLC
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About this Advisor
Adam Willis is a financial advisor who works out of Wellesley Hills, Massachusetts with a total of 1 year of industry experience. Willis is an employee of Gw & Wade, LLC. Over the course of their career, they have held roles at Table Rock Infrastructure Partners, Us Senate Election, Umass Amherst, Trust Advisory Group, LTD, Gw & Wade, LLC, Nashoba Regional High School and Annunciation House. Willis has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Gw & Wade, LLC is an advisory firm headquartered in Wellesley Hills, MA. The company has offices in five locations and a total of 87 advisors. It controls $9 billion in total assets across its 11,861 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 11,861 customer accounts, 48% are held by high-net-worth clients who have more than $1 million in assets available to invest. Gw & Wade, LLC offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules largely depend on the type of financial services offered. Fees billed by Gw & Wade, LLC can be comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gw & Wade, LLC Brokerage Details
$8,902,726,024
87
11,861
$750,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Adam Willis Work History
Adam has been registered as a financial advisor for 1 years.*
Gw & Wade, LLC
Trust Advisory Group, LTD
Table Rock Infrastructure Partners
Us Senate Election
Umass Amherst
Annunciation House
Umass Amherst
Nashoba Regional High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Willis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gw & Wade, LLC
Wellesley Hills, MA
Palo Alto, CA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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