CW INVESTMENT ADVISERS, LLC

333 South Hope Street
Suite 2500
Los Angeles, California 90071-3034
Tel: 626-788-2305

About CW INVESTMENT ADVISERS, LLC

CW INVESTMENT ADVISERS, LLC, formally registered with the SEC as CW INVESTMENT ADVISERS, LLC. The firm was established in 01/14/2021. They have over 2 offices throughout the country.

CW INVESTMENT ADVISERS, LLC is a Los Angeles, California based Financial Planning firm with nearly $685,529,031 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305926
SEC#	801-120163
Assets Managed by Firm	$685,529,031
No. of Clients	16
No. of Advisors	32

Fee Structure

A percentage of AUM
Performance Based
Other (ASSET LEVEL FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$685,529,031
High net worth individuals	Fewer than 5 clients	$300,000
Corporations or other businesses	12	$77,685,110

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