# GW & WADE, LLC

GW & WADE, LLC of WELLESLEY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105394
- Type: SEC-registered investment adviser
- SEC file number: 801-27292
- Location: 93 WORCESTER STREET, 4TH FLOOR, WELLESLEY, MA, 02481
- Phone: (781) 239-1188
- Latest filing: 2024-02-08
- Regulatory AUM: $8.9B
- Discretionary AUM: $8.9B
- Non-discretionary AUM: $10.8M
- Clients: 87
- Accounts: 11,861

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Wade William | MANAGEMENT COMMITTEE CO-HEAD; PRINCIPAL/COUNSELOR; TREASURER/DIRECTOR/PRINCIPAL/COUNSELOR (+1 more) | Sioux Falls, SD |
| GLOR MICHAEL HAROLD | PRESIDENT/DIRECTOR/PRINCIPAL/COUNSELOR; PRESIDENT/PRINCIPAL/COUNSELOR | — |
| PINCH TIMOTHY | MANAGEMENT COMMITTEE CO-HEAD; PRINCIPAL/COUNSELOR; PRINCIPAL/COUNSELOR/DIRECTOR (+2 more) | — |
| JAMESON PHILIP PERRY | PRINCIPAL/COUNSELOR | — |
| RIGALI JOSEPH PETER | PRINCIPAL/COUNSELOR | — |
| SIMMER DAVID ROBERT | PRINCIPAL/COUNSELOR | — |
| LAVIGNE ROBERT PAUL | CHIEF COMPLIANCE OFFICER | — |
| BODIO ROBERT FRANCIS | MANAGEMENT COMMITTEE MEMBER; MANAGING DIRECTOR/COUNSELOR; PRINCIPAL/COUNSELOR | — |
| POLCARI GERALD ANTHONY | MANAGING DIRECTOR/COUNSELOR; PRINCIPAL/COUNSELOR | — |
| GOLDBERG EDWARD LAWRENCE | MANAGING DIRECTOR; PRINCIPAL | — |
| SINCLAIR GENE EDWARD | PRINCIPAL | — |
| WRIGHT RICHARD STEWART | CLERK/DIRECTOR/PRINCIPAL/COUNSELOR/CHIEF COMPLIANCE OFFICER | — |
| LEHMAN BETH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| DROZDOWSKI DOUGLAS H | CHIEF COMPLIANCE OFFICER | — |
| ROSENBERG ERIC HERD | MANAGEMENT COMMITTEE MEMBER; PRINCIPAL/COUNSELOR | — |
| NORTON DARREN MICHAEL | PRINCIPAL/COUNSELOR | — |
| BRODSKY DAVID LAWRENCE | PRINCIPAL/COUNSELOR | — |
| EMENS ROBERT JAMES | MANAGEMENT COMMITTEE MEMBER; PRINCIPAL/COUNSELOR | — |
| MURRAY JOHN STEPHEN | PRINCIPAL/COUNSELOR | — |
| DOLAN CHRISTOPHER JOHN KENNY | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER | — |
| DELPLECHE CORTINA S | CHIEF COMPLIANCE OFFICER | — |
| VALENTINE MATTHEW GEORGE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND ASSOCIATE GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER AND COUNSEL | — |
| MAHONEY HEATHER SCHIRMER | GENERAL COUNSEL; GENERAL COUNSEL AND MANAGEMENT COMMITTEE MEMBER (2020) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105394/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105394/similar
- Related entities: https://search.stillhousedata.com/firm/105394/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105394

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.