GPWM LLC
Adviser information for GPWM LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 3 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 239 | $130.0M |
Non-Discretionary | 0 | $0 |
Total | 239 | $130.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 41 | $16.9M |
HNW Individuals | 31 | $103.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 4 | $5.7M |
Charitable organizations | 2 | $3.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUM |
Principal Office
FOUR PPG PLACESUITE 600
PITTSBURGH
PA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: (412) 497-1766, Fax: (412) 338-0241
Chief Compliance Officer
RICHARD I. LERACH
PRINCIPAL & MANAGING PARTNER / CHIEF COMPLIANCE OFFICER
FOUR PPG PLACE
SUITE 600
PITTSBURGH
PA
United States
Tel:
(412) 497-1766
Fax:
(412) 338-0241
R******@*******************Z
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LERACH, RICHARD, IFFT | Individual | – | PRINCIPAL & MANAGING PARTNER /CHIEF COMPLIANCE OFFICER | 01/2012 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY ETF | 107K | 2K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 3K | 105 | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 4K | 113 | – |
SCHWAB STRATEGIC TR | US AGGREGATE B | 7K | 158 | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 8K | 122 | – |
SCHWAB STRATEGIC TR | US REIT ETF | 1K | 67 | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 4K | 88 | – |
VANGUARD WORLD FD | ESG US STK ETF | 4M | 37K | – |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 5M | 45K | – |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 15M | 303K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 7M | 163K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 14M | 57K | – |
VANGUARD INDEX FDS | VALUE ETF | 7M | 43K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 7M | 88K | – |
VANGUARD MALVERN FDS | STRM INFPROIDX | 11M | 219K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 11M | 51K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 5M | 30K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 15M | 304K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 15M | 213K | – |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 10M | 215K | – |