CW INVESTMENT ADVISERS, LLC
CRD #305926 SEC #801-120163 LOS ANGELES, CA 626-788-2305
SEC Registered
Total AUM
$884M
Discretionary
$884M
Employees
34
Clients
--
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $884M | $884M | $0 | 34 | 0 |
| Jun 2024 | $685.5M | $685.5M | $0 | 32 | 0 |
| Mar 2024 | $580M | $580M | $0 | 33 | 0 |
| Mar 2023 | $237.5M | $237.5M | $0 | 30 | 0 |
| May 2022 | $172.5M | $172.5M | $0 | 28 | 0 |
| Apr 2022 | $172M | $172M | $0 | 28 | 0 |
| Mar 2022 | $172M | $172M | $0 | 28 | 0 |
| Jun 2021 | $150M | $0 | $150M | 27 | 0 |
| May 2021 | $150M | $0 | $150M | 27 | 0 |
DateMar 2025
Total AUM$884M
Discretionary$884M
Non-Disc.$0
Employees34
Clients0
DateJun 2024
Total AUM$685.5M
Discretionary$685.5M
Non-Disc.$0
Employees32
Clients0
DateMar 2024
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees33
Clients0
DateMar 2023
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees30
Clients0
DateMay 2022
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees28
Clients0
DateApr 2022
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees28
Clients0
DateMar 2022
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees28
Clients0
DateJun 2021
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees27
Clients0
DateMay 2021
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees27
Clients0