EW ADVISER, LLC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 316118
Firm profile
FINTRXOverview
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
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 1Eric Wichterman
Chief Compliance OfficerCRD 7440357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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