This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.3BItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.3B

Private client RAUM

$1.3BderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$190Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

5

Offices

1Schedule D 1.F, beyond the principal office

Accounts

2,156

Individual clients

421

High net worth clients

381

Custody, client assets

$741M

SEC number

801-113289

CRD

297000

Filings on the tape

27

First filed

Apr 25, 2018

Latest filed

Jul 24, 2026

Organised

Limited Liability Company, MI

• Occurred

  Apr 25, 2018
  First Form ADV filing

  Cws Financial Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab8ed172-70eb-9410-726a-1659f15ca96b

First observed

Apr 25, 2018

Last observed

Jul 24, 2026 59 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.