Karen Alejandra Vilorio muchnik
Investment adviser representative at Cwa Asset Management Group
2 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
2 years in the industry.
- Cwa Asset Management GroupFeb 2020 to now
- Capital Wealth AdvisorsDec 2018 to now
- T2 AquaticsJul 2018 to now
- Wells Fargo AdvisorsApr 2018 to Nov 2018
- Coyle Financial CounselJul 2016 to Mar 2018
- Swimswam MagazineJan 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6937933
- Firm CRD
- 158940