Bw & Associates, Inc.
Bw & Associates, Inc. is an SEC-registered wealth manager in Orange, CA with $692.8M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Bw & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116471, SEC 801-108260, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $692.8M (2026-01-20)
- Firm type
- Wealth Manager
- Location
- Orange, CA
- Employees
- 5
- Clients
- 529
- CRD
- 116471
- Ownership
- HACKETT, LAUREL, ANNE; WUSZ FAMILY TRUST DTD 6/4/1991; WUSZ, TIMOTHY, NMN; MITCHELL, TINA, LOUISE; WUSZ, BONNIE, SUE
How much AUM does Bw & Associates, Inc. have?
Bw & Associates, Inc. reported $692.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Bw & Associates, Inc.?
Disclosed owners and executives of Bw & Associates, Inc. include HACKETT, LAUREL, ANNE, WUSZ FAMILY TRUST DTD 6/4/1991, WUSZ, TIMOTHY, NMN, MITCHELL, TINA, LOUISE, WUSZ, BONNIE, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.