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Type	Result	AUM

Congress Wealth Management LLC
Firm	CW Advisors LLC
Address	155 Seaport Blvd, 3rd Floor Boston, MA 02210
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
CW Advisors LLC
CWM Private Equity Growth Fund LLC	021-371464	Director		6.0 M of 6.0 M	6.2 M
CWM Social Impact Fund LCC	021-371463	Director		4.4 M of 4.4 M	3.2 M
Congress Wealth Management Enhanced Yield LP	021-351900	Director		87.0 M	1.4 M

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