Overview
Assets Under Management: $2.1 billion
Headquarters: HUNTERSVILLE, NC
High-Net-Worth Clients: 238
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 238
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.07
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 6,834
Discretionary Accounts: 6,834
Regulatory Filings
CRD Number: 289971
Filing ID: 2004643
Last Filing Date: 2025-07-18 13:37:00
Website: https://cwgadvisors.com