Advisent
San Diego, United States (US) · Finance and Banking
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#mortgage banking
#education
#k-12
#independent mortgage bankers
#profit
#compliance
#internal audit
#tax
#assurance
#auditing
Overview
CWDL’s mortgage, Arizona government, and closely held business practices are now Advisent: a specialized accounting and advisory firm built to serve regulated industries nationwide.
While our name has changed, our team—and our deep focus on mortgage companies and Arizona government entities—remains the same. We’ve rebranded to better reflect who we are today: a specialized firm built to support regulated industries with insight, experience, and follow-through. This shift moves us from a name based on partner initials to one that represents the strength and depth of our entire team.
What’s staying the same? Your advisors, your service model, and our commitment to helping you navigate complexity with clarity and confidence. What’s new is greater access to resources, expanded expertise, and the national support of Crete Professionals Alliance, all to help you move forward with purpose.
"Advisent" is the brand name under which Advisent Assurance, LLP and Advisent, LLC provide professional services. Advisent Assurance, LLP and Advisent, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Advisent Assurance, LLP is a licensed independent CPA firm that provides attest services to its clients, and Advisent, LLC provides tax and business consulting services to their clients. Advisent, LLC is not a licensed CPA firm.
Contact Details
info@advisent.com
San Diego, United States (US), 3131 Camino del Rio N
+2
Founded
2014
Employees
50-100
Categories
Keywords
#mortgage banking
#education
#k-12
#independent mortgage bankers
#profit
#compliance
#internal audit
#tax
#assurance
#auditing
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