The GWP HOLDINGS is a privately held investment adviser that advises $2.74Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GWP HOLDINGS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,735.55% over the last 5-years.
The Group has been registered with the SEC for 6.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 2413 BLUE RIDGE RD SUITE 201, RALEIGH, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 30 investment and 20 non-investment staff. The total number of Employees increased by 212.5% over the last 5-years.
Their $2.74Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 139 other accounts. Assets of High Net Worth Individuals clients own $1.53Bn or 55.91% of Total Assets and Pension and Profit Sharing Plans-Private own $753.79mn or 27.48% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
GWP HOLDINGS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.