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| CW Advisors LLC
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| CRD # | 310873 |
| SEC # | 801-119667 |
| CIK # | 0001904976 |
| AUM | 15.22 B (2026-05-28) |
| Employees | 152 (59% Investors, 0% Brokers) |
| Phone | 617-428-7600 |
| Address | 155 Seaport Blvd Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 2.0 | |
| Nvidia Corp | 1.5 | |
| Microsoft Corp | 1.0 | |
| Amazon Com Inc | 0.8 | |
| Alphabet Inc | 0.6 | |
| Alphabet Inc | 0.4 | |
| Broadcom Inc | 0.4 | |
| Facebook Inc | 0.4 | |
| J P Morgan Chase & Co | 0.4 | |
| SPDR Gold Trust | 0.4 |
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Aspera Limited Partnership | 2023-03-06 | 34.4 M | |
| PE | CWM Private Equity Growth Fund LLC | [2022-03-31] | 6.0 M | 6.2 M |
| Offered $6,006,506 · Filed 2021-07-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CWM Social Impact Fund LCC | [2022-03-31] | 4.4 M | 3.2 M |
| Offered $4,416,221 · Filed 2021-07-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Congress Wealth Management Enhanced Yield LP | [2017-03-06] | 87.0 M | 1.4 M |
| Filed 2023-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | MJA Special Opportunities Fund LP | 2013-04-01 | 17.8 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,169 | 1.4 |
| (b) Individuals (high net worth individuals) | 3,257 | 13.0 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 61 | 0.3 |
| (h) Charitable organizations | 24 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 0.3 |
| (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 | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 23,756 | 15.2 |
| By Discretionary | ||
| Discretionary | 22,815 | 14.8 |
| Non-Discretionary | 941 | 0.4 |
| Total | 23,756 | 15.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 15.1 | |
| Total | 23,756 | 15.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Congress Wealth Management LLC | Director | 3 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904976] | |
| 13F-NT | [0001904976] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 47 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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