Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for GW & Wade
- ·The full record, as it builds
Funding rounds
No funding rounds for GW & Wade are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About GW & Wade
Provider of investment management services intended to streamline and enhance the financial lives of clients. The company offers wealth management services including tax planning, financial planning, asset management, wealth management, retirement and estate planning to individuals and their families, thereby helping its clients to spend less time worrying about their financial trajectory.
- Sector
- Financial Services
- HQ
- Wellesley, MA, United States
- Employees
- 65
- Website
- gwwade.com/
- Ownership
- Acquired/Merged
GW & Wade doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in GW & Wade shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on GW & Wade in its N-PORT filings yet. We sweep new filings monthly.