CW Advisors, LLC

Business address
155 Seaport Boulevard, 3 Rd Floor, Boston, MA, 02210
State of incorporation
DE
Fiscal year end
31 December
Former names
Congress Wealth Management LLC / DE / (to 11 Feb 2025)
CW Advisors, LLC has filed 19 SEC EDGAR filings since 04 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-NT/A Open Document Open Filing 18 Nov 2025 30 Sep 2025 028-21594
13F-NT Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-21594
N-PX Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-21594
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-21594
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-21594
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-21594
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-21594
N-PX Open Document Open Filing 19 Aug 2024 30 Jun 2024 028-21594
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-21594
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-21594
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-21594
13F-HR Open Document Open Filing 30 Oct 2023 30 Sep 2023 028-21594
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-21594
13F-HR Open Document Open Filing 14 Apr 2023 31 Mar 2023 028-21594
13F-HR Open Document Open Filing 02 Feb 2023 31 Dec 2022 028-21594
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-21594
13F-HR Open Document Open Filing 11 Aug 2022 30 Jun 2022 028-21594
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-21594
13F-HR Open Document Open Filing 04 Feb 2022 31 Dec 2021 028-21594