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CW ADVISORS, LLC

BOSTON, MA · CRD 310873 · IAPD ↗ · (617) 428-7600

$15.22BRegulatory AUM
89Advisory reps
152Employees
47Clients
More than 500Planning clients
4Private funds
51States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CW ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
72
April 2026 — CW ADVISORS, LLC reported RAUM up 64% ($9.30B -> $15.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — CW ADVISORS, LLC grew from 62 to 89 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2025 — CW ADVISORS, LLC added office(s): 22 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — CW ADVISORS, LLC added office(s): 14 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — CW ADVISORS, LLC reported RAUM up 34% ($6.92B -> $9.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — CW ADVISORS, LLC grew from 38 to 62 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
October 2024 — CW ADVISORS, LLC changed its website from congresswealth.com to cwadvisorsgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
September 2024 — CW ADVISORS, LLC notice-filed in AK, AL, AR, HI, IA, ID, KS, MS, MT, ND, OK, SD, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — CW ADVISORS, LLC added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — CW ADVISORS, LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — CW ADVISORS, LLC reported RAUM up 35% ($5.14B -> $6.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2024 — CONGRESS WEALTH MANAGEMENT LLC is now doing business as CW ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.