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Alec L Blomquist

Investment adviser representative at Cw Advisors, LLC
11 yearsExperience
1 stateRegistered in
$15.2BFirm assets
5 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Cw Advisors, LLCFeb 2026 to now
  2. Rovin CapitalJun 2020 to Feb 2026
  3. UnemployedMay 2019 to May 2020
  4. Akela Pest ControlMay 2016 to Aug 2018
  5. College, ByuSep 2015 to Apr 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Cw Advisors, LLC

$15.2BAssets managed
6,542Clients
99Advisers
5 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
7262078
Firm CRD
310873
Advisor's SEC record (opens in a new tab)
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