Fairfax, VA Office
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CW Advisors, LLC
Multi-team
Firm-wide stats for CW Advisors, LLC
About
CW Advisors, LLC is a multi‑team registered investment adviser with roughly $15 billion in assets under management that serves individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, pooled vehicles and other registered investment advisers. The firm provides wealth management and financial planning, retirement plan advisory, family‑office services for qualified clients, ongoing portfolio management, and sub‑advisory and business‑continuity services through its CW Advisor Solutions division.
CWA follows a Core‑and‑Satellite investment framework combining active, passive, strategic, quantitative and ESG strategies across global equities, fixed income and alternative asset classes, and makes use of internally managed risk‑managed series (e.g., Prime, Market, Quantitative, Strategic Market, Alpine and Clean/Green/Global series). It routinely engages third‑party managers and retains discretionary authority for many client portfolios, while also recommending and placing assets in pooled and private fund vehicles when appropriate.
The brochure highlights several features that are less common among multi‑team firms: CWA acts as adviser and manager to multiple private and pooled vehicles (including CWA‑managed funds and named vehicles such as the MJA Special Opportunities Fund and CW Strategic Real Estate Fund) and provides sub‑advisory, succession and continuity solutions (PRISM) to other independent RIAs. It also discloses an affiliation with an in‑house trust company (Premier Trust), its ownership within the Osaic/Reverence Capital group and participation on the CAIS alternative‑investment platform, and notes recent material changes such as an amendment to its wealth management fee and the removal of a minimum relationship size.
Based on CW Advisors, LLC
Expertise
Based on CW Advisors, LLC
Location
12701 Fair Lakes Circle, Suite 220
Fairfax VA 22033
Advisors at this office
3
Advisors at this office
Robert L
PFS™, Series 65
Fairfax, VA
CW Advisors, LLC
Robert Len is a financial advisor at CW Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and the Series 65 license. Prior to joining CW Advisors in 2025, he worked at RDL Financial, Inc. dba Wolf Group Capital Advisors for 16 years and had a 27-year tenure with Wolf Group Capital Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.
Cesar O
Series 65
Fairfax, VA
CW Advisors, LLC
Cesar Ortega is a financial advisor at CW Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, charitable organizations, and pension plans, using a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.
Kevin O
CFP®, ChFC®, Series 66
Fairfax, VA
CW Advisors, LLC
Kevin Ostergaard is a financial advisor at CW Advisors, LLC with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has worked previously at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Securian Financial Services. Outside of his advisory role, he manages administrative duties related to a rental property in Washington, DC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets and serving a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.
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