J
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
-- Bellevue WA
About JWC Advisors
JWC Advisors is a Bellevue-based RIA. The firm has been operating for 6 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$231.8K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Radial zenith Capital Zenith
Client Personas
Pioneer peak Momentum pathway
Investment Themes
Momentum optima Summit Eagle radial Glacier Glacier focus
Investment Vehicles
Oak
Services
Unison delta Crest Oak element Alpha insight Vector foundation Beacon vital Momentum zenith Ember timber
Owner & Executives
W
Wei Cao
Assistant Director, Chief Compliance Officer, Managing Member, President
- CRD
- #7209486
- Ownership
- 75% or more
(986) 967-3918
prime.wave@harborcapital.com
in linkedin.com/in/horizon-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,550,000
Equity - Exchange:
30.6% Cash:
24.1% Derivatives:
45.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,540,188,564 | 30.6% |
| Cash | $2,000,606,026 | 24.1% |
| Derivatives | $3,760,475,226 | 45.3% |
| Total | $8,301,269,816 | 100.0% |