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G••••• W••••• M••••••••• LLC, CRD 299522
PITTSTON, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C•••••• J•••••• F•••••• | OWNER/MANAGING DIRECTOR | D | yes | 03/2019 | Sep 30, 2020 | Oct 11, 2024 |
| G•••••• C••••• C•••••• | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | yes | 01/2019 | Jul 2, 2019 | Oct 11, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 20, 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 3 | -3 | n/a | 0 | 0 | 0 | 0 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $137M | $127M | 8.7% | $131M | 1.7% | 4 | 4 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| F•••••• | 3 | Mar 27, 2026 | Mar 26, 2026 | WILKESBARRE, PA | Firm absorbed | RIA to RIA | 100.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| S•••••• N••••••• • C••••••• I••••••••• | 2 | Jan 30, 2019 | Jan 23, 2019 | WILKESBARRE, PA | Team lift out | Ibd to RIA | 0.1% |
| $137M |
| $137M |
| 4 |
| 3 |
| 1 |
| n/a |
| n/a |
| 2023 | Mar 1, 2024 | $127M | $127M | 4 | 3 | 1 | n/a | n/a |
| 2022 | Mar 1, 2023 | $118M | $118M | 4 | 3 | 1 | n/a | n/a |
| 2021 | Mar 19, 2022 | $131M | $131M | 4 | 3 | 1 | n/a | n/a |
| 2020 | Mar 18, 2021 | $117M | $117M | 4 | 3 | 0 | n/a | n/a |
| 2019 | Feb 5, 2020 | $111M | $111M | 4 | 3 | 0 | n/a | n/a |