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BW ASSET MANAGEMENT LTD

GEORGE TOWN, Cayman Islands · CRD 300503 · IAPD ↗ · +1 3457438805

$110.2MRegulatory AUM
38Advisory reps
40Employees
2Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

50
April 2026 — BW ASSET MANAGEMENT LTD grew from 22 to 38 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
37
April 2025 — BW ASSET MANAGEMENT LTD reported RAUM up 62% ($83.9M -> $135.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — BW ASSET MANAGEMENT LTD grew from 15 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — BW ASSET MANAGEMENT LTD grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.