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Private equityFirmbuyoutlower middle market

CW Advisors, LLC

Private Equity

Boston, MA

Your Catalyst for Building Wealth At CW Advisors, we’re more than just investment managers – we’re your partners in unlocking the potential of your wealth. As a wealth management firm with a national reach, our goal is simple: to put your dreams first, protect what you’ve achieved, and help pave new paths for your financial […]

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:490f493a-c712-471f-b167-5669dc38ec70

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 25
On other graphs: 2
Observed: Sep 13, 2026 to Sep 19, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

CW Advisors, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CW ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 5
PE funds: 3
Vintages: 2022 to 2024
PE GAV, 2024 filing: $106Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $6.9B
Investments: 3
Active investments: 3
Size band: LOWER MIDDLE MARKETderivedproxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-10-30
Latest ADV filing: Oct 30, 2024
Employees (ADV): 76
Website: congresswealth.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
MJA Special Opportunities Fund, LP	2024	Unknown	Other Private Fund	n/a	$14.1M
Aspera Limited Partnership	2024	Unknown	Other Private Fund	n/a	$26.4M
CWM Private Equity Growth Fund LLC	2022	Early deployment	Private Equity Fund	n/a	$6.8M
CWM Social Impact Fund Lcc	2022	Unknown	Private Equity Fund	n/a	$4.3M
Congress Wealth Management Enhanced Yield LP	n/a	Active deployment	Private Equity Fund	n/a	$94.9M

Investments

Company	State	Role	Control	Invested	Exited	Status
WNBA Star Tina Charles	n/a	platform	control	Jul 24, 2026	n/a	active
Rovin Capital	n/a	platform	control	Feb 3, 2026	n/a	active
2 RIAs	n/a	platform	control	May 1, 2025	n/a	active

Relationships

Invested in (3)

→ Rovin CapitalCompanyplatform
Feb 3, 2026 to presentfactNews and newswire
→ 2 RIAsCompanyplatform
May 1, 2025 to presentfactNews and newswire
→ WNBA Star Tina CharlesCompanyplatform
Jul 24, 2026 to presentfactNews and newswire

Employs (11)

→ Scott Dell’OrfanoPersonchief executive officer
factNews and newswire
→ Kenneth Richard ZannoniPersonPresident And Chief Wealth Officer
Jan 1, 2024 to presentfactForm ADV
→ Erin Marie WendellPersonChief Financial Officer
Dec 1, 2021 to presentfactForm ADV
→ Paul Andrew LonerganPersonChief Executive Officer
Feb 1, 2009 to presentfactForm ADV
→ Richard James VilliottePersonPresident, Chief Operating Officer
Feb 1, 2009 to presentfactForm ADV
→ Candace CavalierPersonChief Compliance Officer And General Counsel
Jul 1, 2017 to presentfactForm ADV
→ Michael William GalvinPersonMember
Jan 1, 2019 to Mar 31, 2022inferenceForm ADV
→ Richard James BarrettPersonChief Investment Officer
Oct 1, 2016 to Jul 26, 2024inferenceForm ADV
→ Daniel Anthony LaganPersonTrustee
Jun 1, 2004 to Jul 26, 2023inferenceForm ADV
→ Christopher Michael LaganPersonTrustee
Jun 1, 2004 to Jul 26, 2023inferenceForm ADV
→ Matthew Terence LaganPersonOfficer
Jun 1, 2013 to Jul 26, 2023inferenceForm ADV

Manages (5)

→ MJA Special Opportunities Fund, LPFundOther Private Fund
Sep 16, 2024 to presentfactForm ADV
→ Congress Wealth Management Enhanced Yield LPFundOther Private Fund
Sep 21, 2020 to presentfactForm ADV
→ CWM Private Equity Growth Fund LLCFundOther Private Fund
Mar 31, 2022 to presentfactForm ADV
→ CWM Social Impact Fund LccFundOther Private Fund
Mar 31, 2022 to presentfactForm ADV
→ Aspera Limited PartnershipFundOther Private Fund
Jul 26, 2024 to presentfactForm ADV

Owns (9)

← Congress Buyer, Inc.FirmMember
Jun 1, 2023 to presentfactForm ADV
← Congress Intermediate, Inc.FirmSole Stockholder
Jun 1, 2023 to presentfactForm ADV
← Congress Parent, Inc.FirmSole Stockholder
Jun 1, 2023 to presentfactForm ADV
← Congress Acquisition Holdings, LPFirmSole Stockholder
Jun 1, 2023 to presentfactForm ADV
← AG Congress Holdings, LPFirmLimited Partner
Jun 1, 2023 to presentfactForm ADV
← Audax Private Equity Fund Vii-A, L.PFirmLimited Partner
Jun 1, 2023 to presentfactForm ADV
← Audax Private Equity Fund Vii-B, L.P.FirmLimited Partner
Jun 1, 2023 to presentfactForm ADV
← AG Congress Holdings GP, LLCFirmGeneral Partner
Jun 1, 2023 to presentfactForm ADV
← Audax Private Equity Business VII LPFirmGeneral Partner
Jun 1, 2023 to presentfactForm ADV

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 24, 2026
Firm news
CW Advisors Partners With WNBA Star Tina Charles to Advance Purpose-Driven Wealth and Legacy Planning
The subject's own siteobserved 2 days ago
Occurred
Jul 24, 2026
Platform investment
CW Advisors Partners With WNBA Star Tina Charles to Advance Purpose-Driven Wealth and Legacy Planning
WNBA Star Tina Charles News and newswireobserved 2 days ago
Occurred
Jul 24, 2026
Transaction announced
CW Advisors Partners With WNBA Star Tina Charles to Advance Purpose-Driven Wealth and Legacy Planning
News and newswireobserved 2 days ago
Occurred
Feb 3, 2026
Firm news
CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West
The subject's own siteobserved 2 days ago
Occurred
Feb 3, 2026
Platform investment
CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West
Rovin Capital News and newswireobserved yesterday
Occurred
Feb 3, 2026
Transaction announced
CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West
News and newswireobserved yesterday
Occurred
May 1, 2025
Firm news
CW Advisors Adds $1.4 Billion in AUM with Acquisition of 2 RIAs
The subject's own siteobserved 2 days ago
Occurred
May 1, 2025
Platform investment
CW Advisors Adds $1.4 Billion in AUM with Acquisition of 2 RIAs
2 RIAs News and newswireobserved yesterday
Occurred
May 1, 2025
Transaction announced
CW Advisors Adds $1.4 Billion in AUM with Acquisition of 2 RIAs
News and newswireobserved yesterday
Occurred
Jul 26, 2024
Person left
Richard James Barrett (Chief Investment Officer) no longer on Schedule A of CW Advisors, LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2024
Person joined
Kenneth Richard Zannoni joined Schedule A of CW Advisors, LLC as President And Chief Wealth Officer
Form ADVobserved 6 days ago
Occurred
Jul 26, 2023
Person left
Daniel Anthony Lagan (Trustee) no longer on Schedule A of CW Advisors, LLC
Form ADVobserved 6 days ago
Occurred
Jul 26, 2023
Person left
Christopher Michael Lagan (Trustee) no longer on Schedule A of CW Advisors, LLC
Form ADVobserved 6 days ago
Occurred
Jul 26, 2023
Person left
Matthew Terence Lagan (Officer) no longer on Schedule A of CW Advisors, LLC
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Person left
Michael William Galvin (Member) no longer on Schedule A of CW Advisors, LLC
Form ADVobserved 6 days ago
Occurred
Dec 1, 2021
Person joined
Erin Marie Wendell joined Schedule A of CW Advisors, LLC as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Sep 21, 2020
Adviser first adv filing
CW Advisors, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2013
Person joined
Matthew Terence Lagan joined Schedule A of CW Advisors, LLC as Officer
Form ADVobserved 6 days ago
Occurred
Jun 1, 2004
Person joined
Daniel Anthony Lagan joined Schedule A of CW Advisors, LLC as Trustee
Form ADVobserved 6 days ago
Occurred
Jun 1, 2004
Person joined
Christopher Michael Lagan joined Schedule A of CW Advisors, LLC as Trustee
Form ADVobserved 6 days ago

Show 5 bookkeeping events

Occurred
Sep 16, 2024
MJA Special Opportunities Fund, LP first reported on Form ADV by CW Advisors, LLC (Other Private Fund), GAV $14,138,814
Occurred
Jul 26, 2024
Aspera Limited Partnership first reported on Form ADV by CW Advisors, LLC (Other Private Fund), GAV $26,358,541
Occurred
Mar 31, 2022
CWM Private Equity Growth Fund LLC first reported on Form ADV by CW Advisors, LLC (Other Private Fund), GAV $6,249,672
Occurred
Mar 31, 2022
CWM Social Impact Fund Lcc first reported on Form ADV by CW Advisors, LLC (Other Private Fund), GAV $4,605,448
Occurred
Sep 21, 2020
Congress Wealth Management Enhanced Yield LP first reported on Form ADV by CW Advisors, LLC (Other Private Fund), GAV $86,666,348

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Scott Dell’Orfano (chief executive officer), Kenneth Richard Zannoni (President And Chief Wealth Officer), Erin Marie Wendell (Chief Financial Officer), Paul Andrew Lonergan (Chief Executive Officer), Richard James Villiotte (President, Chief Operating Officer), Candace Cavalier (Chief Compliance Officer And General Counsel).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:490f493a-c712-471f-b167-5669dc38ec70
First observed: Sep 13, 2026
Last observed: Sep 19, 2026 13 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CW Advisors, LLC

Private Equity

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:490f493a-c712-471f-b167-5669dc38ec70

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

MJA Special Opportunities Fund, LP

2024

Unknown

Other Private Fund

n/a

$14.1M

Aspera Limited Partnership

2024

Unknown

Other Private Fund

n/a

$26.4M

CWM Private Equity Growth Fund LLC

2022

Early deployment

Private Equity Fund

n/a

$6.8M

CWM Social Impact Fund Lcc

2022

Unknown

Private Equity Fund

n/a

$4.3M

Congress Wealth Management Enhanced Yield LP

n/a

Active deployment

Private Equity Fund

n/a

$94.9M

Company

State

Role

Control

Invested

Exited

Status

WNBA Star Tina Charles

n/a

platform

control

Jul 24, 2026

n/a

active

Rovin Capital

n/a

platform

control

Feb 3, 2026

n/a

active

2 RIAs

n/a

platform

control

May 1, 2025

n/a

active