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CWT Logo
CWT CB Rank
1119630
Heat Score
47
CWT specializes in the financial industry with retirement plans, tax minimization, investment and wealth management services.
Founded
obfuscation
Private San Diego, California, United States1-10 cawealth.com/
Financial Services
Retirement
Wealth Management
Overview

CWT
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-18 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CWT

CB Rank
1119630
CWT specializes in the financial industry with retirement plans, tax minimization, investment and wealth management services.
Founded
obfuscation
Private San Diego, California, United States1-10 cawealth.com/
Financial Services
Retirement
Wealth Management

Key People

Details

Also Known As California Wealth Transitions
Operating Status Active
Company Type For Profit
Phone Number +1 858-707-7739
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Planning for Women in Financial Transition
Financial planning service focused on women undergoing significant life changes such as divorce, retirement, or business sale.
Divorce Financial Analysis and Planning
Specialized financial advisory service to assist clients in managing assets and financial decisions during divorce.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 8

Employee Profiles

News

News and Press

News•Mar 9, 2026
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News•Jan 16, 2026
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News•Dec 18, 2025
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News•Dec 17, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$79.4KThis year, CWT is projected to spend $79.4K on IT, according to Aberdeen.

Active Website Tech Count

24CWT is actively using 24 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is CWT's headquarters? CWT is located in San Diego, California, United States.Who are CWT's competitors? Alternatives and possible competitors to CWT may include HighTower Advisors, Wealth Enhancement Group, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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