East West Wealth Advisors LLC

Overview

East West Wealth Advisors LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm provides fee-based wealth management services, charging clients a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of sub‑advisers or outside managers. The firm identifies itself as a capital allocator, indicating a role in directing client capital across managers or strategies rather than exclusively relying on in‑house products. Ownership is recorded as a mix of a domestic entity and an individual. East West Wealth Advisors reports no active ESG investing orientation and is not designated as a multi‑state adviser. It does not list pension consulting services and is not reported as a related adviser to another registered adviser. Industry affiliations include relationships with broker‑dealers, other investment advisers, and banking or thrift institutions, which may shape how it sources investment solutions and executes client services.

Assets & Accounts

Location & Offices