Source: Pulse2.0

GW & Wade: GW & Wade ($10.4 Billion AUM) Merging With Colony ($21.1 Billion AUM)

Focus Financial Partners - a leading partnership of independent, fiduciary wealth management firms - announced that it has entered into a definitive agreement under which GW & Wade, headquartered in Wellesley, Massachusetts, will formally join fellow Focus partner firm The Colony Group. This deal is expected to close in Q1 2024, subject to customary closing conditions. The post GW & Wade ($10.4 Billion AUM) Merging With Colony ($21.1 Billion AUM) appeared first on Pulse 2.0.

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Est. Annual Revenue
$25-100M
Est. Employees
25-100
Mike Glor's photo - Managing Partner of GW & Wade

Managing Partner

Mike Glor

CEO Approval Rating

86/100

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