Investment adviser · CRD 166489
CWA NAPLES, LLC
Investment adviser filing (IA)
NAPLES, FL, United States · Form ADV filed May 19, 2022
- Regulatory AUM
- $191M Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 14 | $189,037,752 | 99.2% |
| Individuals | 4 | $1,571,057 | 0.8% |
Filing source
Form ADV 1652899 · May 19, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 19, 2022. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
9130 GALLERIA COURT, THIRD FLOORNAPLES, FL, 34109, United States
CRD 166489
Filing source
Form ADV 1652899 · May 19, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.