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| Happy Holidays!! thanks for using AUM13F!! |
| CW Advisors LLC
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| CRD # | 310873 |
| SEC # | 801-119667 |
| CIK # | 0001904976 |
| AUM | $9.3 B (2025-05-19) |
| Employees | 110 (56% Investors, 1% Brokers) |
| Phone | 617-428-7600 |
| Address | 155 Seaport Blvd Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Coca Cola Co | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| World Currency Gold Trust | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Aspera Limited Partnership | 2023-03-06 | 34.4 | |
| PE | CWM Private Equity Growth Fund LLC | [2022-03-31] | 6.0 | 6.7 |
| PE | CWM Social Impact Fund LCC | [2022-03-31] | 4.4 | 3.3 |
| PE | Congress Wealth Management Enhanced Yield LP | [2017-03-06] | 87.0 | 4.8 |
| Other | MJA Special Opportunities Fund LP | 2013-04-01 | 15.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,176 | 0.6 |
| (b) Individuals (high net worth individuals) | 2,057 | 8.1 |
| (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 | 5 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.1 |
| (h) Charitable organizations | 20 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 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 | 19 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 12,836 | 9.3 |
| By Discretionary | ||
| Discretionary | 12,627 | 9.2 |
| Non-Discretionary | 209 | 0.1 |
| Total | 12,836 | 9.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.3 | |
| Total | 12,836 | 9.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Congress Wealth Management LLC | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904976] |
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|---|---|---|
|
The Caprock Group LLC
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ID | 10.1 |
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Gryphon Advisors LLC
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IL | 9.3 |
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Welch & Forbes LLC
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MA | 9.2 |
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Hantz Financial Services Inc
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MI | 7.8 |
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Imperial Fund Asset Management LLC
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FL | 7.5 |
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Canterbury Consulting Incorporated
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CA | 7.4 |
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Vulcan Value Partners LLC
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AL | 6.9 |
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Weitz Investment Management Inc
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NE | 6.8 |
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Americana Partners LLC
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TX | 6.1 |
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FFT Wealth Management LLC
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PA | 6.1 |