CWS Financial Advisors Overview
- Year Founded
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2018
- Status
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Acquired/Merged
- Employees
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10
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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2
CWS Financial Advisors General Information
Description
Provider of wealth management services intended to assist affluent households with financial goals. The company offers wealth management, financial planning, investment management, estate planning, tax optimization, and financial seminars, enabling affluent households and business owners to receive tailored investment strategies and principal-led guidance for generational wealth transfers.
Contact Information
Website
www.cwsfinancialadvisors.com(Operating Subsidiary)
Corporate Office
- 405 West Michigan Avenue
- Suite 110
- Kalamazoo, MI 49007
- United States
Corporate Office
- 405 West Michigan Avenue
- Suite 110
- Kalamazoo, MI 49007
- United States
CWS Financial Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
CWS Financial Advisors Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
CWS Financial Advisors Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
CWS Financial Advisors FAQs
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When was CWS Financial Advisors founded?
CWS Financial Advisors was founded in 2018.
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Where is CWS Financial Advisors headquartered?
CWS Financial Advisors is headquartered in Kalamazoo, MI.
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What is the size of CWS Financial Advisors?
CWS Financial Advisors has 10 total employees.
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What industry is CWS Financial Advisors in?
CWS Financial Advisors’s primary industry is Asset Management.
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Is CWS Financial Advisors a private or public company?
CWS Financial Advisors is a Private company.
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What is CWS Financial Advisors’s current revenue?
The current revenue for CWS Financial Advisors is .
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Who are CWS Financial Advisors’s investors?
A. G. Edwards has invested in CWS Financial Advisors.
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When was CWS Financial Advisors acquired?
CWS Financial Advisors was acquired on 01-Jul-2026.
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Who acquired CWS Financial Advisors?
CWS Financial Advisors was acquired by Aspen Standard Wealth.
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