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East West Wealth Advisors LLC
Filed as EAST WEST WEALTH ADVISORS LLC
East West Wealth Advisors LLC is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 22, 2026.
Quick answers
From the filingHow is East West Wealth Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), East West Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management.
Where is East West Wealth Advisors LLC located?
East West Wealth Advisors LLC's principal office is in Pasadena, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is East West Wealth Advisors LLC registered with the SEC or a state?
East West Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342776.
Does East West Wealth Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342776
Does East West Wealth Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 2, 2026 says: "The fee table above applies to a minimum portfolio size of $1,000,000." "The minimum investment amount is generally $1,000,000. However, the Firm retains the right to waive the stated minimum investment amount in its sole discretion."
What changed in East West Wealth Advisors LLC's recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The fee table above applies to a minimum portfolio size of $1,000,000.
The minimum investment amount is generally $1,000,000. However, the Firm retains the right to waive the stated minimum investment amount in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated July 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 0.
- Wrap fee program participation
- Yes.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. East West Wealth Advisors LLC (CRD 342776): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/east-west-wealth-advisors-llc-pasadena-ca-342776