A complete list of active advisors currently associated with East West Wealth Advisors LLC
Warmer can help you find a great advisor at East West Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at East West Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse East West Wealth Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 6
| |
Pasadena, CA
| 0
| |
Santa Clara, CA
| 23
| |
Pasadena, CA
| 9
| |
Pasadena, CA
| 12
| |
Pasadena, CA
| 3
|
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