Philippe Robert Oertle

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-01

CA RA
APPROVED

Since 2026-06-01

Branch Locations

2601 Airport Drive Suite 375, Torrance, CA 90505 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Cw Advisors, Llc	Torrance	CA	06/2026	Present
Catalina Capital Group, Llc	Torrance	CA	07/2016	06/2026

06/2026 → Present

Cw Advisors, Llc

Torrance, CA
07/2016 → 06/2026

Catalina Capital Group, Llc

Torrance, CA

Previous Registrations

2016-07-11 → 2026-06-10

Catalina Capital Group, Llc

Torrance, CA
2013-03-27 → 2016-07-11

First Foundation Advisors

Pasadena, CA
2007-05-29 → 2012-08-09

Citigroup Global Markets Inc.

Los Angeles, CA
2007-02-02 → 2007-05-29

Citicorp Investment Services

Los Angeles, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-12-11

S66 Uniform Combined State Law Examination

2006-12-11

Designations

Chartered Financial Analyst

Other Names

Philippe Oertle

View on SEC IAPD