Jamie Lee Malone

CFA · CFP

Cw Advisors, LLC

15 Years of Experience

View SEC Summary

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

Contact

Jamie Lee Malone

Location

1806 Summit Ave., Suite 100, Richmond, VA, 23230

Get directions

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.

Employment History

Current Registrations

Cw Advisors, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Agili, P.C.

August 2010 - August 2024 · 14 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.