Cw Investment Advisers, LLC
● SEC registered since 2021CRD 305926SEC# 801-120163Los Angeles, CA
Reg. AUM
$1.08B
Employees
36
Accounts
26
Location
Los Angeles, CA
Cw Investment Advisers, LLC assets under management
Cw Investment Advisers, LLC operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2021. It reports $1.1 billion in regulatory assets under management and employs 36 people.
Cw Investment Advisers, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Brownell Kingston | Chief Compliance Officer | Under 5% | 2022 |
| Cottonwood Group Holding, LLC Control | Member | Over 75% | 2019 |
| Hon Kit Shing Control | Ceo / Manager | Under 5% | 2019 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cw Investment Advisers, LLC manage?
Cw Investment Advisers, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Cw Investment Advisers, LLC have?
Cw Investment Advisers, LLC reports 36 employees.
Where is Cw Investment Advisers, LLC located?
Cw Investment Advisers, LLC is based in Los Angeles, CA and has been SEC-registered since 2021.
Does Cw Investment Advisers, LLC disclose fund performance?
Cw Investment Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 South Hope Street, Suite 2500, Los Angeles, CA 90071-3034 |
| Phone | 626-788-2305 |
| Fax | 626-788-2306 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.08B