CWA NAPLES, LLC
CRD #166489 SEC #801-113065 NAPLES, FL 239-434-7434
SEC Registered
Total AUM
$190.6M
Discretionary
$190.6M
Employees
8
Clients
--
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $190.6M | $190.6M | $0 | 8 | 0 |
| Mar 2022 | $190.6M | $190.6M | $0 | 8 | 0 |
| Apr 2021 | $183.2M | $183.2M | $0 | 3 | 0 |
| Mar 2021 | $183.2M | $183.2M | $0 | 3 | 0 |
| Sep 2020 | $167.1M | $167.1M | $0 | 3 | 0 |
| Jun 2020 | $167.1M | $167.1M | $0 | 3 | 0 |
| Apr 2020 | $167.1M | $167.1M | $0 | 3 | 0 |
| Mar 2020 | $167.1M | $167.1M | $0 | 3 | 0 |
| Mar 2019 | $131.2M | $131.2M | $0 | 3 | 0 |
| Mar 2018 | $119.2M | $119.2M | $0 | 3 | 0 |
DateMay 2022
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees3
Clients0