EW ADVISER, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHOENIX, Arizona
CRD number
316118

Firm profile

FINTRX

Overview

EW Adviser, LLC operates as a small, single-entity investment adviser organized as an LLC and owned by an individual. The firm’s public profile shows limited retail advisory activity; instead it focuses on sponsoring and managing pooled investment vehicles and participates in real estate transactions. Industry affiliations indicate roles as a real estate broker and as a sponsor, general partner, or managing member of pooled investment vehicles, which points to a business model built around fund formation, deal sponsorship and manager-led private placements rather than traditional discretionary wealth management. Reporting also indicates the firm does not position itself as a capital allocator, pension consultant, or active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Wichterman

    Chief Compliance OfficerCRD 7440357

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
2555 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth