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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2018
- Office Locations
- 1
Office Locations
About CWS Financial Advisors LLC
CWS Financial Advisors is a boutique Kalamazoo, MI wealth manager serving affluent households and families. The firm provides integrated wealth management and planning, including portfolio construction plus retirement and estate planning, implemented primarily with public funds and ETFs (with fixed income/annuity solutions as needed). Client relationships are principal-led from the first meeting; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CORY DALE WIETFELDT
Chief Compliance Officer, Principal
- CRD
- #2423429
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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CHRISTINE LOUISE BATTS
Chief Operating Officer
- CRD
- #6383766
WILLIAM JOSEPH ROBERTS
Financial Advisor
- CRD
- #7400719
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,323,116,220 | $615,117 |
| Non-Discretionary | $5,489,729 | $1,097,946 |
| Total | $1,328,605,949 | $616,237 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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