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CWA ASSET MANAGEMENT GROUP
CWA ASSET MANAGEMENT GROUP, LLC
CRD 158940 · SEC 801-79715
9130 GALLERIA COURT, THIRD FLOOR, NAPLES, FL, 34109, United States
Phone
239-434-7434
Fax
239-434-7494
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.51B
Discretionary AUM
$4.27B
Team
67 total employees; 35 advisory reps; 1975 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 952 | $347.0M |
| High net worth individuals | 923 | $3.91B |
| Pooled investment vehicles | 3 | $23.5M |
| Pension/profit sharing plans | 40 | $116.2M |
| Charitable organizations | 15 | $50.8M |
| Corporations/business entities | 43 | $71.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD