Cws Financial Advisors LLC
● SEC registered since 2018CRD 297000SEC# 801-113289Kalamazoo, MI
Reg. AUM
$1.33B
Employees
12
Accounts
2,156
Location
Kalamazoo, MI
Cws Financial Advisors LLC assets under management
Cws Financial Advisors LLC is an SEC-registered investment adviser based in Kalamazoo, MI. The firm has been registered since 2018. It reports $1.3 billion in regulatory assets under management and employs 12 people.
Cws Financial Advisors LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspen Standard Group, LLC Control | Member | Over 75% | 2026 |
| Cory Dale Wietfeldt Control | Principal And Chief Compliance Officer | Under 5% | 2014 |
| Alpine Investors Ix-A Blocker Eg II, LLC Control | Partner | Over 75% | 2025 |
| Alpine Investors Ix-A Splitter Eg II, LP Control | Member | 25-50% | 2025 |
| Alpine Investors Ix-A, LP Control | Member | Over 75% | 2025 |
| Alpine Investors IX, LP Control | Member | 25-50% | 2025 |
| Aspen Standard Group Intermediate Co. LLC Control | Member | 50-75% | 2024 |
| Aspen Standard Group Topco LP Control | Member | Over 75% | 2024 |
| Evergreen Services Group Topco II, LLC Control | Partner | Over 75% | 2025 |
Frequently asked questions
How much does Cws Financial Advisors LLC manage?
Cws Financial Advisors LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Cws Financial Advisors LLC have?
Cws Financial Advisors LLC reports 12 employees.
Where is Cws Financial Advisors LLC located?
Cws Financial Advisors LLC is based in Kalamazoo, MI and has been SEC-registered since 2018.
Does Cws Financial Advisors LLC disclose fund performance?
Cws Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007 |
| Phone | (269) 349-4600 |
| Fax | (269) 349-1160 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.33B▲ 11%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$1.33Bregulatory AUM
Discretionary $1.32BNon-discretionary $5.5M