CW advisers notify double deal in her backyard


CW Advisors, a Boston -based private -based RIA with about $ 11 billion of wealth, has earned two registered investment advisers in the hometown area with a $ 800 million in assets in assets. The terms of the agreements, which were closed in January, were not discovered. CW advisers now have 14 offices across the country and 119 employees.

CW won aspire Wealth Management, a Waltham -based RIA, Mass with about $ 379 million, according to its most recent form Adv. It was founded in 2012 by CEO Mark Khozozian and serves individuals of high net value, beliefs, assets, foundations, corporations and pension plans.

He also increased the management of Fernwood investment, a Mass based RIA, with about $ 436 million in AUM. It was founded in 2003 by managing Member Thomas Reilly. Before establishing the firm, Reilly served as a partner and senior research analyst at Bainco International Investors.

Fernwood works with medium -sized career professionals as well as pensioners, with some small businesses owners, foundations, assets and beliefs among clients.

“Joining CWA, we are able to continue working closely with our clients to help achieve their goals by taking advantage of the largest organization and resources CWA offers,” Reilly said in a statement.

The CW was previously reprinted by the management of the Congress asset, which was founded in 2009 and reached approximately $ 5 billion as it passed in 2023. In April of that year, CI Financial sold its shares in Congress At Audax Equity Private after initially receiving some minorities in the company in the third quarter of 2020 through its US property management subsidiary.



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