East West Wealth Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
6

Firm details

Headquarters
Pasadena, California
CRD number
342776
Registered since
July 14, 2026
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

East West Wealth Advisors LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm bills itself as a fee-based advisory practice that charges a percentage of assets under management and identifies as a capital allocator. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm reports affiliations with a broker-dealer, another investment adviser, and a banking or thrift institution. East West Wealth Advisors is not listed as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Connie Chang

    Chief Compliance OfficerCRD 8273280

Contacts

3 of 5
  • Chingpao Chang

    Chingpao Chang

    Registered RepresentativeCRD 7203162

  • William Lavelle

    William Lavelle

    Private BankerCRD 6354846

  • Ericson Shi

    Ericson Shi

    Vice PresidentCRD 6103488

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
135 N Los Robles Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth