JL
JL

Justin Leahy

4 Years of Experience
Newport Beach, CA
Broker

Justin Leahy is a registered investment advisor at Cws Capital Partners LLC, based in Newport Beach, CA, with 4 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 30 clients with $290M in assets under management.

Compensation
N/A
Firm Size
7 advisors
Number of Clients
30 clients
Average Client Portfolio
$9.8M average
Assets Under Management
$293.2M

Fee Structure

Investment management only (planning not offered)

CWS Capital Partners does not charge individual investors any direct investment fees. They earn indirect fees through affiliated companies that manage the real estate funds. These affiliates may receive reimbursement for expenses, asset management fees, accounting fees, disposition fees, mortgage brokerage fees, and development, construction, and administration fees.

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Location

14 Corporate Plaza, Suite 210, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Justin is an owner/officer and advisory board member of CWS Capital Partners LLC, CWS Corporate Housing LLC, and CWS Apartment Homes, a property management firm. He is also a GP and/or managing member of numerous limited partnerships affiliated with these companies, dedicating the majority of his time to these partnerships.

Employment History
Current Registrations
Cws Investments
June 2022 - Present · 3 yrs 11 mos
Cws Capital Partners LLC
June 2022 - Present · 3 yrs 11 mos
Cws Investments
January 2022 - Present · 4 yrs 4 mos
Cws InvestmentsBroker
January 2022 - Present · 4 yrs 4 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justin Leahy - Financial Advisor | TrueAdvisor