AUMdb
EW

East West Wealth Advisors Llc

SEC-registered Investment Adviser CRD 342776 · SEC file 801-136751 · Pasadena, CA
☆ Save with Pro ADV data as of Jul 22, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
5

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/02/2026 1.09 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.

View current Form ADV (SEC/IAPD) ↗