GPWM ADVISORS LLC

GPWM ADVISORS LLC of EAGLE, ID is an SEC-registered investment adviser (CRD 305630). Regulatory assets under management: $27.0M.

Registration

• CRD: 305630
• Type: Registered investment adviser
• Location: 339 W STATE STREET, SUITE 203, EAGLE, ID, 83616
• Phone: 208-938-5557 X 101
• Latest filing: 2026-03-25
• Regulatory AUM: $27.0M
• Discretionary AUM: $27.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305630 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search