Bw & Associates, Inc.

Bw & Associates, Inc. (CRD# 116471) is a financial advisory firm headquartered in Orange, CA. They manage $28,849,814 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $259,908
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Bw & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bonnie S. Wusz
CRD#: 1141949
3111 N. Tustin Ave., Ste. 215, Orange, CA 92865
96
Wealthminder
score

Bonnie Wusz (CRD# 1141949) is an Investment Advisor Representative working at Bw & Associates, Inc. in Orange, CA and has over 33 years of experience in the finance industry. Bonnie Wusz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laurel A. Hackett
CRD#: 3223067
3111 N. Tustin Street, Suite 215, Orange, CA 92865
93
Wealthminder
score

Laurel Hackett (CRD# 3223067) is an Investment Advisor Representative working at Bw & Associates, Inc. in Orange, CA and has over 17 years of experience in the finance industry.

3
Sarah C. Bevins
CRD#: 4518960
3111 N. Tustin Street, Suite 215, Orange, CA 92865
73
Wealthminder
score

Sarah Bevins (CRD# 4518960) is an Investment Advisor Representative working at Bw & Associates, Inc. in Orange, CA and has over 14 years of experience in the finance industry.

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