PW ADVISORS, LLC

PW ADVISORS, LLC of TALLAHASSEE, FL is an SEC-registered investment adviser (CRD 336499). Regulatory assets under management: $131.8M.

Registration

• CRD: 336499
• SEC file number: 801-132980
• Type: Registered investment adviser
• Location: 3233 THOMASVILLE ROAD, TALLAHASSEE, FL, 32308
• Phone: (850) 972-9725
• Latest filing: 2026-07-28
• Regulatory AUM: $131.8M
• Discretionary AUM: $131.8M
• Clients: 7
• Accounts: 500

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

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 336499 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search