Vice President · BW & Associates, Inc.
Timothy N. Wusz
CRD 5202702 · Named on Form ADV at one SEC-registered adviser
At a glance
BW & Associates, Inc., an SEC-registered wealth manager based in Orange, CA with $693 million in regulatory assets, lists Timothy N. Wusz on its Form ADV as Vice President, a control person.
Firms and roles
- BW & Associates, Inc.Vice PresidentWealth manager · Orange, CA · $693M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bonnie S. WuszPresident (secretary and CFO), BW & Associates, Inc.
- Laurel A. HackettFinancial Advisor, BW & Associates, Inc.
- Matthew D. RothchildChief Compliance Officer, BW & Associates, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.