East West Wealth Advisors LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 342776
- Registered since
- July 14, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
East West Wealth Advisors LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm bills itself as a fee-based advisory practice that charges a percentage of assets under management and identifies as a capital allocator. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm reports affiliations with a broker-dealer, another investment adviser, and a banking or thrift institution. East West Wealth Advisors is not listed as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Connie Chang
Chief Compliance OfficerCRD 8273280
Contacts
3 of 5
Chingpao Chang
Registered RepresentativeCRD 7203162

William Lavelle
Private BankerCRD 6354846
Ericson Shi
Vice PresidentCRD 6103488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 135 N Los Robles Ave
- Time zone
- PT (UTC-8)
- Office locations
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