| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Dale Wietfeldt Control | Managing Member And Chief Compliance Officer | 25-50% | 2014 |
| Joseph Paul Splendorio Control | Managing Member | 25-50% | 2014 |
| Lindsey Erin Splendorio Control | Managing Member | 25-50% | 2014 |
Cws Financial Advisors LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Cws Financial Advisors LLC reports 11 employees.
Cws Financial Advisors LLC is based in Kalamazoo, MI and has been SEC-registered since 2018.
Cws Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007 |
| Phone | (269) 349-4600 |
| Fax | (269) 349-1160 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.19B |
| Non-discretionary | $5.4M |
| Total (RAUM) | $1.2B |