CW ADVISORS, LLC · Tank Allocator Loader

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CW ADVISORS, LLC

UUIDa414ded6-5fcb-5d25-ac9a-40901aa078ee

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	310873	310873	—	1.0
cik	0001904976	1904976	—	—
sec_file_number	801-119667	801-119667	—	—

Profile

Websitehttps://www.cwadvisorsgroup.com/

HQ CityBOSTON

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)9,301,984,860.0
RAUM (discretionary)9,205,611,801.0
Actionable assets8,731,614,774.0
Accounts12,836.0

Institutional Clients

Government AUM—
Pension AUM78,262,495.0
Charitable AUM41,283,675.0
HNW AUM8,110,371,625.0

As of 2025-05-19 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
AG ARTEMIS HOLDINGS, L.P.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
AG INTERMEDIATE CORP.	SOLD STOCKHOLDER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
AG PARENT CORP.	SOLE STOCKHOLDER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Cavalier, Candace	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	OFFICER	—	{"filing_id": "2014771", "owner_id": "5748453", "source": "adv_part1", "table": "Schedule_A_B"}
CONGRESS BUYER, INC.	MEMBER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CONGRESS INTERMEDIATE, INC.	SOLE STOCKHOLDER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CONGRESS PARENT, INC.	SOLE STOCKHOLDER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
DELL'ORFANO, SCOTT, WILLIAM	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2014771", "owner_id": "2126534", "source": "adv_part1", "table": "Schedule_A_B"}
OSAIC FINANCIAL SERVICES, INC.	SOLD STOCKHOLDER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
OSAIC HOLDINGS, INC.	SOLE STOCKHOLDER	OFFICER	—	{"filing_id": "2014771", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VILLIOTTE, RICHARD, JAMES	PRESIDENT, CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2014771", "owner_id": "5645933", "source": "adv_part1", "table": "Schedule_A_B"}
Wendell, Erin, Marie	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2014771", "owner_id": "6931071", "source": "adv_part1", "table": "Schedule_A_B"}
ZANNONI, KENNETH, RICHARD	PRESIDENT AND CHIEF WEALTH OFFICER	OFFICER	—	{"filing_id": "2014771", "owner_id": "3113495", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/09/2025 06:47:28 PM",
  "filing_id": "2014771",
  "reg_type": "IA"
}
```