Cw Investment Advisers, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Cw Investment Advisers, LLC
Overview
Cw Investment Advisers, LLC is a financial advisory firm located in Los Angeles, California. Cw Investment Advisers, LLC controls $237.5 million in total assets throughout 11 accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). The company has a small group, including 17 financial advisors. Cw Investment Advisers, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like equities, options and bonds.
Cw Investment Advisers, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without requiring client permission. The firm's average account size is $21.6 million. The typical advisor at Cw Investment Advisers, LLC administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's central office is at 333 South Hope Street, Los Angeles, California 90071-3034. Cw Investment Advisers, LLC is allowed to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cw Investment Advisers, LLC by the Numbers
$237.5 million
30
11
$21.6 million
Fee Structure
Fees charged by financial advisors are based on the financial services offered. Fee types billed by the firm likely are comprised of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles and corporations. Out of its 11 clients, Cw Investment Advisers, LLC's largest client type by number of accounts is corporations. Around 64% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Cw Investment Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.