CW Advisors Accelerates Growth with Three Coast-to-Coast Acquisitions

Transactions add $1.6 billion in assets under management

BOSTON--(BUSINESS WIRE)--CW Advisors, LLC (“CWA”), a Boston-based registered investment advisor (“RIA”), has acquired Yosemite Capital Management, LLC (“Yosemite”), Threadgill Financial, LLC (“Threadgill”), and Peddock Capital Advisors, LLC (“Peddock”). The Peddock transaction also included the acquisition of Peddock Tax Services, LLC, a full-service tax practice that provides clients with enhanced access to additional tax resources.

The acquisitions add five offices to CWA’s growing national footprint, including its first Texas locations in The Woodlands and League City. Offices in Newport Beach and Fresno, California, and Braintree, Massachusetts, further strengthen the firm’s presence on both coasts.

“These three acquisitions reflect our commitment to thoughtful growth in key wealth centers, bringing on exceptional talent who share our dedication to white-glove client service, and expanding the services we provide to clients,” said Scott Dell’Orfano, Chief Executive Officer of CW Advisors.

“Joining CW Advisors gives us access to expanded technology and tools to better serve our clients,” said Paul Heckler, Managing Director of Yosemite. “These resources allow us to spend more time working directly with the people who brought us to this industry—our clients. We’re excited to offer them a broader range of services.”

“The opportunity to join a local firm appealed to us, and we look forward to the added support and access to CWA’s impressive platform,” added Peter Simmons, Chief Executive Officer of Peddock.

Following these acquisitions, CWA operates 30 offices nationwide and oversees more than $19.7 billion in assets under management.

Gladstone Associates, LLC represented Peddock in the transaction. Boardwalk Financial Partners, LLC facilitated the Yosemite and Threadgill transactions.

“While I’ve introduced many sell-side RIA clients to dozens of great strategic acquirers, CW consistently stands out for its exceptional cultural fit and strong business alignment,” said Shad Besikof, Founder and CEO of Boardwalk Financial Partners. “Just as important, it allows sellers’ local entrepreneurial spirit to endure long after the transaction providing the additional support, they need to refocus on clients and growth.”

To learn more about CW Advisors, please visit cwadvisorsgroup.com.

About CW Advisors

CW Advisors, a subsidiary of Osaic Holdings, Inc., is an SEC-registered investment management firm headquartered in Boston, developing innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments. CW Advisors, through superior service and sound, objective advice, offers financial planning and investment consulting and management services, tailored to each client’s unique needs to protect and grow assets. CW Advisors provides specialized family office services to meet the distinctive needs of ultra-high-net-worth and multigenerational families. Registration does not imply a certain level of skill or training. For more information, visit http://www.cwadvisorsgroup.com/.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.