Scott Edwards
Advisor at CW Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Scott Edwards is a financial advisor at CW Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Rovin Capital and in various roles outside finance, including pest control and education. Edwards is also a licensed real estate agent in Lehi, Utah, assisting clients with property transactions on a limited basis. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pension plans, offering wealth management, investment portfolio management, retirement plan advisory, family office, and financial planning services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and environmentally conscious strategies across diverse asset classes and frequently utilizes third-party money managers while maintaining portfolio oversight.
Client services
Based on CW Advisors, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on CW Advisors, LLC
ESG / Sustainable investing
Private / alternative investments
Concentrated stock management
Fee options
Financial planning fees up to $25,000 for project-based engagements.
Account minimum: $1,000,000 Minimum fee: Fixed annual rate up to $250,000 for family office services, payable quarterly.
Location
2801 N Thanksgiving Way, 190
Lehi, UT 84043
Most active in
Scott E has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
CW Advisors, LLC
2026 - Present (1 year)
Rovin Capital
2023 - 2026 (3 years)
N/a
2022 - 2023 (1 year)
Moxie Pest Control
2020 - 2022 (2 years)
NoMo Pest Soultions
2019 - 2020 (1 year)
N/a
2017 - 2019 (2 years)
SugarHouse Awning Industries
2016 - 2017 (1 year)
Canyons School District
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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