Cw Securities, LLC
Cw Securities, LLC is an SEC-registered mass-market adviser with $113.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cw Securities, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124496, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $113.5M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 145
- CRD
- 124496
- Ownership
- COLEMAN, NANCY HARRIS; COX, MICHAEL EDWARD; HEAD, MONICA REEVES
How much AUM does Cw Securities, LLC have?
Cw Securities, LLC reported $113.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Cw Securities, LLC?
Disclosed owners and executives of Cw Securities, LLC include COLEMAN, NANCY HARRIS, COX, MICHAEL EDWARD, HEAD, MONICA REEVES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.