Stw Associates
● SEC registered since 1991CRD 106196SEC# 801-38647
Reg. AUM
$152.8M
Employees
1
Accounts
15
Location
—
Stw Associates assets under management
Stw Associates is an SEC-registered investment adviser. The firm has been registered since 1991. It reports $152.8 million in regulatory assets under management and employs 1 people.
Stw Associates owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stefan Williams Control | President, Ceo And Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Stw Associates manage?
Stw Associates reports $152.8 million in regulatory assets under management on its Form ADV.
How many employees does Stw Associates have?
Stw Associates reports 1 employees.
Does Stw Associates disclose fund performance?
Stw Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-460-6416 |
| Office hours | Varies |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$152.8Mregulatory AUM
Discretionary $0Non-discretionary $152.8M