Investment adviser · CRD 310873

CW ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Aug 26, 2026

Regulatory AUM: $15.2B
Client accounts: 23,756
Employees: 152
Advisory professionals: 89

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	3,257	$12,973,056,427	85.2%
Individuals	3,169	$1,428,456,249	9.4%
Other investment advisers	7	$303,625,775	2.0%
Retirement plans	61	$294,672,217	1.9%
Corporations & businesses	23	$149,267,975	1.0%
Charities	24	$41,511,336	0.3%
Pooled investment vehicles	1	$33,018,465	0.2%
Banks & thrifts	Fewer than 5	$918,835	0.0%

Filing source

Form ADV 2127070 · Aug 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MJA SPECIAL OPPORTUNITIES FUND, LPOther Private Fund · Last reported Aug 26, 2026$17.8MGross asset value

Fund administrator FLEMING FUND SERVICES RICHMOND, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SC&H GROUP, INC. SPARKS, Maryland, United States

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SC&H GROUP, INC.
PCAOB 2297

Fund details & source

Fund ID: 805-2340761194
Reported beneficial owners: 54
Minimum commitment: $100K

Form ADV 2127070 · Aug 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CWM PRIVATE EQUITY GROWTH FUND LLCPrivate Equity Fund · Last reported Aug 26, 2026$6.19MGross asset value

Form D fundraising filings

CWM PRIVATE EQUITY GROWTH FUND LLC

Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SANDLER & COMPANY, P.C. NEEDHAM, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

SANDLER & COMPANY, P.C.
PCAOB 3709

Fund details & source

Fund ID: 805-4254769700
Reported beneficial owners: 15
Minimum commitment: $200K
Form D file number: 021-371464

Form ADV 2127070 · Aug 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CWM SOCIAL IMPACT FUND LCCPrivate Equity Fund · Last reported Aug 26, 2026$3.21MGross asset value

Auditor SANDLER & COMPANY, P.C. NEEDHAM, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

SANDLER & COMPANY, P.C.
PCAOB 3709

Fund details & source

Fund ID: 805-5518640665
Reported beneficial owners: 14
Minimum commitment: $200K
Form D file number: 021-371463

Form ADV 2127070 · Aug 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LPPrivate Equity Fund · Last reported Aug 26, 2026$1.43MGross asset value

Form D fundraising filings

CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LP

Auditor SANDLER & COMPANY, P.C. NEEDHAM, Massachusetts, United States

Custodian FNZ TRUST COMPANY LLC BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SANDLER & COMPANY, P.C.
PCAOB 3709

Fund details & source

Fund ID: 805-6103392284
Reported beneficial owners: 89
Minimum commitment: $100K
Form D file number: 021-351900

Form ADV 2127070 · Aug 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ASPERA LIMITED PARTNERSHIPOther Private Fund · Last reported Nov 21, 2025$34.4MGross asset value

Auditor EDELSTEIN & CO LLP BOSTON, Massachusetts, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EDELSTEIN & CO LLP
PCAOB 3376

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source

Fund ID: 805-5700737998
Reported beneficial owners: 47
Minimum commitment: $50K

Form ADV 2029351 · Nov 21, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

155 SEAPORT BLVD, 3RD FLOOR
BOSTON, MA, 02210, United States

CRD 310873

Filing source

Form ADV 2127070 · Aug 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.