CWS INVESTMENTS

CWS INVESTMENTS of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 23551). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 23551
• Type: Registered investment adviser
• Location: 14 CORPORATE PLAZA, NEWPORT BEACH, CA, 92660
• Phone: 800-466-0020
• Latest filing: 2026-02-13
• Clients: 27

Business model

Compensation: Other.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 23551 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search