Gw & Wade, LLC

New York, NY

Florida

Registered In

05/23/2014

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Gw & Wade, LLC at 875 3rd Ave FL 28th, New York, Ny 10022 lists Focus Operating, Llc and Mcgranahan J. R of New York, NY as the associates.

Overview

Registered In

Florida

Incorporation Date

05/23/2014

Company Type

Foreign Limited Liability Co.

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

EIN

26-1101800

Email

******************@wolterskluwer.com

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People

C T Corporation System Registered Agent	1200 S PINE ISLAND RD, PLANTATION, FL 33324
Focus Operating, Llc Manager	875 3RD AVE, NEW YORK, NY 10022 (View Past Addresses)
Mcgranahan J. R Manager	875 3RD AVE, NEW YORK, NY 10022

Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

875 3RD AVE FL 28TH, NEW YORK, NY 10022 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

D.K. Brede Investment Management Company

New York, NY

Financials

Financial Information for Gw & Wade, LLC

Form 5500

GW & WADE, LLC

93 Worcester Street, Wellesley, Ma 02481 (781) 239-1188 EIN:26-1101800 Plan Admin:Brian Headley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGW & WADE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY102 / 108 Assets BOY/EOY$23,251,214 / $29,193,857	2023	GW & WADE, LLC 401(K) PLAN - Plan #001	102 / 108	$23,251,214 / $29,193,857
2022	Plan NameGW & WADE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY96 / 99 Assets BOY/EOY$25,834,225 / $23,251,214	2022	GW & WADE, LLC 401(K) PLAN - Plan #001	96 / 99	$25,834,225 / $23,251,214
2021	Plan NameGW & WADE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY87 / 90 Assets BOY/EOY$20,578,645 / $25,834,225	2021	GW & WADE, LLC 401(K) PLAN - Plan #001	87 / 90	$20,578,645 / $25,834,225
2020	Plan NameGW & WADE, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY79 / 77 Assets BOY/EOY$17,266,592 / $20,578,645	2020	GW & WADE, LLC PROFIT SHARING PLAN - Plan #001	79 / 77	$17,266,592 / $20,578,645
2019	Plan NameGW & WADE, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY74 / 79 Assets BOY/EOY$13,490,711 / $17,266,592	2019	GW & WADE, LLC PROFIT SHARING PLAN - Plan #001	74 / 79	$13,490,711 / $17,266,592

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:875 3rd Ave Fl 28th New York, NY

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Buckingham Strategic Partners, LLC Registered in Florida	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Arizona	New York, NY	View Report
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Buckingham Strategic Partners, LLC Registered in Utah	Midvale, UT New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Utah	Midvale, UT New York, NY	View Report
Focus Risk Solutions, LLC Registered in Kansas	New York, NY Topeka, KS	View Report
Buckingham Strategic Partners, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Focus Operating, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Focus Risk Solutions, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Focus Risk Solutions, LLC Registered in Mississippi	Flowood, MS New York, NY	View Report
Transform Wealth, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Northcoast Capital Management, LLC Registered in Texas	New York, NY	View Report
Neirg Wealth Management, LLC Registered in Florida	Plantation, FL New York, NY	View Report
Fortem Financial Loans, LLC Registered in California	New York, NY York, NY	View Report

Person/Address Match:Focus Operating Llc -

Buckingham Strategic Wealth, LLC Registered in West Virginia	New York, NY	View Report
Adero Partners, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
Fairway Wealth LLC Registered in Florida	New York, NY Plantation, FL	View Report
Focus Treasury & Credit Solutions, LLC Registered in Florida	New York, NY	View Report
Focus Treasury & Credit Solutions, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
Fort Pitt Risk Solutions, LLC Registered in Florida	New York, NY	View Report
Foster Dykema Cabot & Partners, LLC Registered in California	New York, NY (1 more)	View Report
Joel Isaacson & Co., LLC Registered in California	New York, NY (1 more)	View Report
Octogone Na, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Sapient Private Wealth Management Registered in Oregon	New York, NY	View Report
Tmd Insurance Services, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Tmd Wealth Management LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Ullmann Wealth Partners Group, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Fi Services, LLC Registered in Rhode Island	East Providence, RI New York, NY	View Report
Qcm, LLC Registered in California	Corte Madera, CA Glendale, CA (1 more)	View Report
Gw & Wade, LLC Registered in Rhode Island	East Providence, RI New York, NY	View Report
Atlas Risk Management, LLC Registered in California	New York, NY (1 more)	View Report
Hc Insurance Services, LLC Registered in California	New York, NY (1 more)	View Report
Strategic Point Investment Advisors, LLC Registered in Connecticut	New York, NY Wilmington, DE	View Report

Address Match:875 3rd Ave New York, NY

Adero Partners, LLC Registered in Washington	New York, NY Olympia, WA	View Report
Bordeaux Wealth Advisors LLC Registered in Washington	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Washington	Olympia, WA New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in California	New York, NY York, NY	View Report
Cornerstone Wealth Group, LLC Registered in California	New York, NY York, NY	View Report
Focus Financial Partners, LLC Registered in California	New York, NY York, NY	View Report
Focus Operating, LLC Registered in California	New York, NY York, NY	View Report
Focus Risk Solutions, LLC Registered in North Dakota	Bismarck, ND New York, NY	View Report
Focus Risk Solutions, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
Fort Pitt Risk Solutions, LLC Registered in Pennsylvania	New York, NY	View Report
Fortem Financial Insurance Services, LLC Registered in California	New York, NY York, NY	View Report
Kovitz Investment Group Partners, LLC Registered in California	New York, NY York, NY	View Report
Telemus Capital, LLC Registered in California	New York, NY York, NY	View Report
Wespac Advisors, LLC Registered in California	New York, NY York, NY	View Report
Ancora Insurance Solutions LLC Registered in Alabama	Montgomery, AL New York, NY	View Report
Focus Risk Solutions, LLC Registered in Alabama	Montgomery, AL New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in California	New York, NY York, NY	View Report
Lp 370 Third Designee MM, LLC Registered in California	New York, NY (1 more)	View Report
Focus Risk Solutions, LLC Registered in New Hampshire	Concord, NH New York, NY	View Report
Northcoast Capital Management, LLC Registered in California	New York, NY York, NY	View Report

Related Business Names:

Gw & Wade Asset Management Company, LLC Registered in Massachusetts	New York, NY	View Report
Gw & Wade Asset Management Company, LLC Registered in Virginia	Glen Allen, VA New York, NY	View Report
Gw & Wade Asset Management Company, LLC Registered in California	New York, NY Glendale, CA (2 more)	View Report
Gw & Wade, LLC Registered in Virginia	Glen Allen, VA New York, NY	View Report
Gw & Wade, LLC Registered in Washington	New York, NY Olympia, WA	View Report
Gw & Wade, LLC Registered in Massachusetts	New York, NY	View Report
Gw & Wade, LLC Registered in California	New York, NY Palo Alto, CA (1 more)	View Report
Gw Wade Holdings LLC Registered in Washington	Battle Ground, WA	View Report
Gw Wade Holdings LLC Registered in Oregon	Arlington, OR La Center, WA	View Report
Gw Wade Holdings, LLC Registered in Washington	La Center, WA	View Report

Person/City Match:Mcgranahan J R - New York, NY

Ancora Holdings Inc. Registered in Florida	New York, NY Cleveland, OH	View Report
Ars Wealth Advisors Group, LLC Registered in Florida	New York, NY	View Report
Atlas Private Wealth Management, LLC Registered in Florida	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Florida	New York, NY	View Report
Cardinal Point Wealth Management Partners, LLC Registered in Florida	New York, NY	View Report
Edge Capital Group, LLC Registered in Florida	Plantation, FL New York, NY	View Report
Flynn Family Office LLC Registered in Florida	New York, NY Plantation, FL	View Report
Focus Financial Partners Inc. Registered in Florida	New York, NY Plantation, FL	View Report
Focus Operating, LLC Registered in Florida	New York, NY	View Report
Fortem Financial Group, LLC Registered in Nevada	New York, NY	View Report
Interocean Capital Group, LLC Registered in Florida	New York, NY	View Report
Kovitz Insurance Services, LLC Registered in Florida	New York, NY Chicago, IL	View Report
Ona Holdings, Inc. Registered in Florida	New York, NY Plantation, FL (1 more)	View Report
One Charles Group Insurance Services, LLC Registered in Florida	New York, NY	View Report
The Colony Group of Florida, LLC Registered in Florida	New York, NY Boston, MA	View Report
Williams Jones Wealth Management, LLC Registered in Florida	New York, NY	View Report

View More in New York, NY

Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor