BW & Associates, Inc.

Overview

BW & Associates, Inc. operates as an independent Registered Investment Adviser, registered with the SEC since 2016. The firm serves individual and family clients and bills on a percentage-of-AUM fee model. Its reported advisory scope is focused on financial planning and portfolio management for individuals and small businesses. The adviser does not identify as an active ESG investor, is not a multistate adviser, and does not act as a capital allocator or pension consultant. The ownership structure is a mix of a domestic entity and an individual. All reported assets are held on a non-discretionary basis, indicating clients retain final trading authority while the firm provides recommendations and planning guidance.

Assets & Accounts

Investments & Alternatives