Summary
GW & Wade LLC
Founded in 1986
Description
GW & Wade provides comprehensive wealth management services to individuals and families in Wellesley, MA, Palo Alto, CA, and Reston, VA.
Strengths
- GW & Wade LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since GW & Wade LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
GW & Wade LLC's annual revenue
$19421000
Based on Kona Equity data
-
Revenue per employee
$245835
-
Variance of revenue growth
0.02
-
Annual revenue growth since founding
$539472
-
Revenue growth rate from first known quarter to current
-34.4%
Employee Count
79 employees
-
Employee growth rate from first known quarter to current
-39.2%
Executives
Robert Bodio
Principal and Counselor
r**@gwwade.comMargaret Welborn
Counselor
m**@gwwade.comRoger Wade
Principal & Co-Founder
r**@gwwade.comHeather Schirmer
Principal, Vice President of Operations and General Counsel
h**@gwwade.comJames Silva
Principal and Senior Vice President of Client Development
j**@gwwade.comGene Sinclair
Principal and Senior Vice President Client Development
g**@gwwade.comCarol Cassoli
Associate Counselor
c**@gwwade.comDavid Pinto
Director, Information Technology
d**@gwwade.comDavid Brodsky
Principal
d**@gwwade.comRyan Bartholomew
Counselor
r**@gwwade.comBryan Ciborowski
Vice President, Client Development
b**@gwwade.comQi May
Web Operation
q**@gwwade.comChristopher Dolan
Director of Broker- Dealer Operations
c**@gwwade.comPaul Natale
Controller
p**@gwwade.comMatthew Valentine
Chief Compliance Officer
m**@gwwade.comPhilip Jameson
Counselor
p**@gwwade.comLaurie Gerber
Director, Marketing
l**@gwwade.comHeidi Lynch
Executive Assistant
h**@gwwade.comLauren Leahy
Manager, Human Resources
l**@gwwade.comRon Minassian
Director, Trading
r**@gwwade.comRobert Knight
Financial Associate & Advisor
r**@gwwade.comRobert Emens
Counselor
r**@gwwade.comTimothy Pinch
Principal
t**@gwwade.comMichelle Dias
Compliance Specialist
m**@gwwade.comJill Stone
Executive Assistant
j**@gwwade.comJohn Vincent
CS Supervisor
j**@gwwade.comLynn Porter
Receptionist
l**@gwwade.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
1.95 M
-
Page views per visitor
2.0
-
Daily time
1:15
Location
Unlock unlimited leads
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Key Information
- Name: GW & Wade LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523; 52393
See similar companies
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By City Wellesley Small Financial Planner in Wellesley Mid-size Financial Planner in Wellesley Financial services in Wellesley Small Financial services in Wellesley Mid-size Financial services in Wellesley
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By State MA Small companies in MA Financial services in MA Small Financial services in MA Mid-size Financial services in MA Small Financial Planner in MA Mid-size Financial Planner in MA
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
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Firmographic data G Score of 5 Founded in 1986 SIC: 62 SIC: 628 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
GW & Wade LLC's headquarters are located at 93 Worcester St. Wellesley, MA 02481.
GW & Wade LLC's official website is gwwade.com
GW & Wade LLC's annual revenue is $19.4 M.
GW & Wade LLC's SIC: 62; 628
GW & Wade LLC's NAICS: 523; 52393.
GW & Wade LLC has 79 employees
GW & Wade LLC is in the industry of Financial services.
