RIA IntelAdvisersVirginiaEAST WEST INVESTMENT ADVISORS, LLC

EAST WEST INVESTMENT ADVISORS, LLC

Advisory

VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in VA
#455
of 588 advisers by AUM
Average account
$745K
across 128 accounts
AUM per adviser
$48M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$95M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$95M
Discretionary AUM$95M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

KCR WEALTH MANAGEMENT, LLC
RESTON, VA
$95M
ELLIS FINANCIAL GROUP LLC
SALEM, VA
$95M
ALPHA EQUITY ADVISERS LLC
WILLIAMSBURG, VA
$96M
INVESTORS SECURITY COMPANY, INC.
SUFFOLK, VA
$96M
+34.2% 1Y
ALEXANDRIA FINANCIAL ASSOCIATES LTD
ALEXANDRIA, VA
$95M
+16.8% 1Y
MITCHELL ADVISORY INC
RESTON, VA
$94M
+14.6% 1Y

Get the full picture on EAST WEST INVESTMENT ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EAST WEST INVESTMENT ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans