East West Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
East West Wealth Advisors provides discretionary separately managed account advisory services for high‑net‑worth individuals, trusts, institutional investors, and other entities, tailoring portfolios to each client’s stated objectives, risk tolerance, and liquidity needs. The firm also sponsors a wrap‑fee program and delivers ongoing portfolio management and reporting through custodial relationships disclosed in its advisory documents.
Investment decisions are overseen by an Investment Policy Committee and implemented via a goals‑based, multi‑asset framework that combines fundamental, quantitative, and macroeconomic analysis. The firm may engage, allocate to, monitor, or terminate affiliated and unaffiliated sub‑advisers, model providers, and third‑party managers, and it offers liquidity and tax‑aware transition assistance as part of account management.
Structurally, the firm is a wholly owned subsidiary of East West Bancorp and operates alongside East West Bank and an affiliated broker‑dealer, East West Markets, with indirect ties to Rayliant Investment Research through Bancorp’s ownership interests. Those affiliations, together with the firm’s role as a wrap program sponsor and its stated capacity to manage both individual and institutional SMA accounts (and to select other advisers), are highlighted in the brochure as distinguishing features and are described alongside supervisory and disclosure controls; the brochure also notes this initial filing reports no regulatory assets under management.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $25,000,000: 0.70% $25,000,000 - $50,000,000: 0.60% $50,000,000+: 0.50% (subject to minimum annual fee of $250,000)
Account minimum: $1,000,000 Minimum fee: Minimum portfolio size generally $1,000,000; fees for portfolios over $50,000,000 subject to minimum annual fee of $250,000
Main office
See office135 N. Los Robles Ave., 7th Floor
Pasadena CA 91101
Advisors at this office
5
Offices (2)
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jai H
Series 66
Santa Clara, CA
East West Wealth Advisors LLC
Jai Huynh is a financial advisor at East West Wealth Advisors LLC with 23 years of industry experience. He holds a Series 66 designation. His previous roles include positions at LPL Financial, Cetera, and BMO Bank NA. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and manages portfolios tailored to clients’ objectives, risk tolerance, and liquidity needs.
Chingpao C
Series 63, Series 66
Pasadena, CA
East West Wealth Advisors LLC
Chingpao Chang is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining East West Wealth Advisors in 2026, he worked at Cetera Investment Services and Cetera, Citigroup Global Markets, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. East West Wealth Advisors provides discretionary separately managed account services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and offers portfolio management through wrap-fee programs and custodial relationships.
Wei J
Series 66
Pasadena, CA
East West Wealth Advisors LLC
Wei Jing is a financial advisor at East West Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Cetera and East West Bank. East West Wealth Advisors provides discretionary separately managed accounts for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee. The firm also sponsors a wrap-fee program and manages portfolios with attention to liquidity and tax-aware transitions.
Ericson S
Series 66
Pasadena, CA
East West Wealth Advisors LLC
Ericson Shi is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, with three years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Morgan Stanley. Outside of his advisory role, he performs administrative duties for PRJ Group, a real estate investment business. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment framework overseen by an Investment Policy Committee.
William L
CFA®, Series 66
Pasadena, CA
East West Wealth Advisors LLC
William Lavelle is a CFA® charterholder with 12 years of industry experience. He is currently with East West Wealth Advisors LLC and previously worked at Cetera, Bank of America, Merrill, and City National Rochdale. In addition to his advisory role, he provides banking services for East West Bank, including lending and managing client banking requests. East West Wealth Advisors offers discretionary separately managed account services to high-net-worth individuals, trusts, and institutional investors. The firm utilizes a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and operates as a wholly owned subsidiary of East West Bancorp.
Connie C
Series 65
Pasadena, CA
East West Wealth Advisors LLC
Connie Chang is a financial advisor at East West Wealth Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining East West Wealth Advisors, she worked at East West Bank and Deloitte & Touche LLP. East West Wealth Advisors provides discretionary separately managed account advisory services to high-net-worth individuals, trusts, institutional investors, and other entities, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee.
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