CWS ASSET MANAGEMENT

CWS ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 168521). Regulatory assets under management: $5.2M.

Registration

• CRD: 168521
• Type: Registered investment adviser
• Phone: 559-936-7328
• Latest filing: 2026-01-02
• Regulatory AUM: $5.2M
• Discretionary AUM: $4.6M
• Non-discretionary AUM: $532K
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168521 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search