# CWA Mobile

> CWA Mobile (iPhone/iPad app by CWA Asset Management Group LLC.)

- Source: https://appshunter.io/ios/app/cwa-mobile/id804761750 (this page in markdown: same URL + `.md`)
- Developer: [CWA Asset Management Group LLC](https://appshunter.io/developer/1709660443)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 54 MB
- Languages: American English
- Released: 2014-02-01
- Data updated: 2026-06-07
- User reviews in markdown: https://appshunter.io/ios/app/cwa-mobile/id804761750/reviews.md

## What is CWA Mobile?

Investment mobile application that allows clients of CWA Asset Management Group dba Capital Wealth Advisors to view portfolio values, account holdings, and reporting information.


## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.1 — 2023-10-24

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 4.4.0 — 2022-03-30

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-07.*