CW ADVISORS, LLC
CRD #310873 SEC #801-119667 BOSTON, MA (617) 428-7600
SEC Registered Private Funds Disclosures
Total AUM
$9.3B
Discretionary
$9.2B
Employees
110
Clients
--
Accounts
12,836
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $9.3B | $9.2B | $96.4M | 110 | 14 |
| Sep 2025 | $9.3B | $9.2B | $96.4M | 110 | 14 |
| May 2025 | $9.3B | $9.2B | $96.4M | 110 | 14 |
| Apr 2025 | $9.3B | $9.2B | $96.4M | 110 | 14 |
| Mar 2025 | $9.3B | $9.2B | $96.4M | 110 | 14 |
| Jan 2025 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Oct 2024 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Sep 2024 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Aug 2024 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Jul 2024 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Jul 2024 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Jul 2024 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Mar 2024 | $6.9B | $6.8B | $78.2M | 76 | 9 |
| Jan 2024 | $5.1B | $5.1B | $18.7M | 70 | 2 |
| Sep 2023 | $5.1B | $5.1B | $18.7M | 70 | 2 |
| Jul 2023 | $5.1B | $5.1B | $18.7M | 70 | 2 |
| Mar 2023 | $5.1B | $5.1B | $18.7M | 70 | 2 |
| Nov 2022 | $6.3B | $6.3B | $17.2M | 77 | 0 |
| Jun 2022 | $6.3B | $6.3B | $17.2M | 77 | 0 |
| May 2022 | $6.3B | $6.3B | $17.2M | 77 | 0 |
| Mar 2022 | $6.3B | $6.3B | $17.2M | 77 | 0 |
| Jan 2022 | $3B | $3B | $13.4M | 34 | 0 |
| Dec 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Dec 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Nov 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Nov 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Sep 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Aug 2021 | $3B | $3B | $13.4M | 34 | 0 |
| May 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Apr 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Mar 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Feb 2021 | $3B | $3B | $13.4M | 34 | 0 |
| Dec 2020 | $0 | $0 | $0 | 27 | 0 |
| Oct 2020 | $0 | $0 | $0 | 27 | 0 |
| Oct 2020 | $0 | $0 | $0 | 27 | 0 |
| Sep 2020 | $0 | $0 | $0 | 27 | 0 |
DateNov 2025
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$96.4M
Employees110
Clients14
DateSep 2025
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$96.4M
Employees110
Clients14
DateMay 2025
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$96.4M
Employees110
Clients14
DateApr 2025
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$96.4M
Employees110
Clients14
DateMar 2025
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$96.4M
Employees110
Clients14
DateJan 2025
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateOct 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateSep 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateAug 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateJul 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateJul 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateJul 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateMar 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$78.2M
Employees76
Clients9
DateJan 2024
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$18.7M
Employees70
Clients2
DateSep 2023
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$18.7M
Employees70
Clients2
DateJul 2023
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$18.7M
Employees70
Clients2
DateMar 2023
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$18.7M
Employees70
Clients2
DateNov 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$17.2M
Employees77
Clients0
DateJun 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$17.2M
Employees77
Clients0
DateMay 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$17.2M
Employees77
Clients0
DateMar 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$17.2M
Employees77
Clients0
DateJan 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateDec 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateDec 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateNov 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateNov 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateSep 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateAug 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateMay 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateApr 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateMar 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateFeb 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$13.4M
Employees34
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0