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CW INVESTMENT ADVISERS, LLC

CRD 305926 · SEC 801-120163

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333 SOUTH HOPE STREET, SUITE 2500, LOS ANGELES, CA, 90071-3034, United States

Phone

626-788-2305

Fax

626-788-2306

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.08B

Discretionary AUM

$1.08B

Team

36 total employees; 28 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; ASSET LEVEL FEES

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles4$940.4M
Corporations/business entities20$142.1M

States served

CA, MA

All web addresses on file

Official SEC filing: View on IAPD