TrueAdvisor
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Charles Kent Verruggio

Cw Advisors, LLC
13 Years of Experience
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Cw Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
3,296 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$9.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

6425 Living Place, Suite 200, Pittsburgh, PA, 15206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cw Advisors, LLC
May 2025 - Present · 9 mos
Previous Registrations
Wolf Group Capital Advisors
May 2012 - May 2025 · 13 yrs
State Registrations2 states
PAVA
Advisor
Exams
No exam information available for this advisor.