J.W. ADVISORS INC.

J.W. ADVISORS INC. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 113883). Regulatory assets under management: $96.1M.

Registration

• CRD: 113883
• SEC file number: 801-71257
• Type: Registered investment adviser
• Location: 3030 N 3RD ST SUITE 200, PHOENIX, AZ, 85012-3044
• Phone: 602-216-6788
• Latest filing: 2026-03-13
• Regulatory AUM: $96.1M
• Discretionary AUM: $96.1M
• Clients: 2
• Accounts: 264

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search