# J.W. Advisors Inc.

> J.W. Advisors Inc. is a state-registered investment advisory firm in Phoenix, AZ, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 113883
- Filed as: J.W. ADVISORS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113883
- AdvisorCensus page: https://advisorcensus.com/firm/j-w-advisors-inc-phoenix-az-113883

## Quick answers

**How is J.W. Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), J.W. Advisors Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is J.W. Advisors Inc. located?**
J.W. Advisors Inc.'s principal office is in Phoenix, AZ, according to its Form ADV.

**Is J.W. Advisors Inc. registered with the SEC or a state?**
J.W. Advisors Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 113883.

**How much does J.W. Advisors Inc. manage?**
J.W. Advisors Inc. reports $96,081,000 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does J.W. Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (17).

**Does J.W. Advisors Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113883

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $96,081,000
- Discretionary: $96,081,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $44,967,000 |
| High net worth individuals | 17 | $51,114,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.W. Advisors Inc. (CRD 113883): Form ADV filing data as of October 2026.