Updated:Jun 3, 2026

GPWM Advisors LLC

GPWM ADVISORS LLC is an SEC-registered investment adviser in EAGLE, ID. The firm manages approximately $27 million in regulatory assets.

GPWM Advisors LLC

GPWM ADVISORS LLC is an SEC-registered investment adviser in EAGLE, ID. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does GPWM Advisors LLC offer?

GPWM Advisors provides comprehensive wealth management services, including investment portfolio management, financial planning, estate planning coordination, and risk management. The firm tailors its advisory to the unique needs of high-net-worth individuals and institutional clients.

Is GPWM Advisors structured as a single family office or an RIA?

GPWM Advisors is structured as an SEC-registered investment advisor (RIA), not a family office. This regulatory designation subjects the firm to fiduciary standards and periodic SEC examinations, distinguishing it from single-family offices that may qualify for exemptions under the Investment Advisers Act of 1940.

What investment assets does GPWM Advisors typically use?

The firm constructs diversified portfolios using public equities, fixed income, cash, and alternative investments including private equity, real estate, and hedge funds. The specific asset allocation is customized per client based on their risk profile and investment objectives.

How does GPWM Advisors source advisory clients?

GPWM Advisors likely relies on referrals from existing clients, professional networks (accountants, attorneys), and direct outreach. As an RIA, the firm may also leverage its SEC registration but does not publicly disclose its sourcing strategy.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.