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| CW Advisors LLC
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| |
|---|---|
| CRD # | 310873 |
| SEC # | 801-119667 |
| CIK # | 0001904976 |
| AUM | $6.9 BB (2024-08-27) |
| Employees | 76 (50% Investors, 1% Brokers) |
| Phone | 617-428-7600 |
| Address | 155 Seaport Blvd Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| GS | 102.9 | 0.3 | |
| AAPL | 2,382.8 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| KO | 270.0 | 0.1 | |
| GLDM | 0.1 | ||
| META | 434.9 | 0.1 | |
| COST | 207.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Aspera Limited Partnership | 2023-03-06 | 26.4 | |
| PE | CWM Private Equity Growth Fund LLC | [2022-03-31] | 6.0 | 6.8 |
| PE | CWM Social Impact Fund LCC | [2022-03-31] | 4.4 | 4.3 |
| PE | Congress Wealth Management Enhanced Yield LP | [2017-03-06] | 87.0 | 94.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 935 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,443 | 5.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 12 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,978 | 6.9 |
| By Discretionary | ||
| Discretionary | 9,449 | 6.8 |
| Non-Discretionary | 529 | 0.1 |
| Total | 9,978 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 9,978 | 6.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Congress Wealth Management LLC | 3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904976] |
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|---|---|---|
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UT | 8.8 |
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MA | 7.9 |
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NE | 5.2 |
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TX | 4.9 |