Bwa, LLC
● SEC registered since 2022CRD 154878SEC# 801-123576San Mateo, CA
Reg. AUM
$146.9M
Employees
1
Accounts
230
Location
San Mateo, CA
Bwa, LLC assets under management
Bwa, LLC operates as an SEC-registered investment adviser based in San Mateo, CA. The firm has been registered since 2022. It reports $146.9 million in regulatory assets under management and employs 1 people.
Bwa, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Michael Bucher Control | Managing Member & Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Bwa, LLC manage?
Bwa, LLC reports $146.9 million in regulatory assets under management on its Form ADV.
How many employees does Bwa, LLC have?
Bwa, LLC reports 1 employees.
Where is Bwa, LLC located?
Bwa, LLC is based in San Mateo, CA and has been SEC-registered since 2022.
Does Bwa, LLC disclose fund performance?
Bwa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1730 S. el Camino Real, Suite 250, San Mateo, CA 94402 |
| Phone | 650-286-9606 |
| Fax | 650-286-9608 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.9M▲ 7%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$146.9Mregulatory AUM
Discretionary $0Non-discretionary $146.9M