CW Advisors, LLC acquires Aspire Wealth Management, Inc. and Fernwood Investment Management, LLC to expand its high-net-worth client base
Acquiring Company
CW Advisors
Acquired Company
Aspire Wealth Management and Fernwood Investment Management
BostonFinancial ServicesFinanceFinancial ServicesFinanceDescription
CW Advisors, LLC, a registered investment advisor headquartered in Boston, has acquired Aspire Wealth Management, Inc. and Fernwood Investment Management, LLC. The acquisitions bring more than $800 million in assets under management to CW Advisors, LLC, reinforcing its position in serving high-net-worth clients and expanding its offering and premium service to its clients.
Quick answer
CW Advisors is acquiring Aspire Wealth Management and Fernwood Investment Management, announced February 3, 2025. CW Advisors is based in Boston, Massachusetts, United States.
- How much did CW Advisors pay for Aspire Wealth Management and Fernwood Investment Management?
- The deal value was not disclosed.
- What does CW Advisors do?
- CW Advisors, LLC (CWA) is a Boston-based registered investment advisor (RIA) that develops innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments.
- Where are CW Advisors and Aspire Wealth Management and Fernwood Investment Management based?
- CW Advisors is based in Boston, Massachusetts, United States.
- Who are the decision-makers at CW Advisors?
- Fundz holds 2 contacts at CW Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at CW Advisors, and when
When CW Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day CW Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at CW Advisors, from your own LinkedIn network
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Frequently asked
Who acquired Aspire Wealth Management and Fernwood Investment Management?
Aspire Wealth Management and Fernwood Investment Management was acquired by CW Advisors, based in Boston. The deal was reported on February 3, 2025. CW Advisors, LLC (CWA) is a Boston-based registered investment advisor (RIA) that develops innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments. CW Advisors is privately held and operates in Financial Services.
When did CW Advisors acquire Aspire Wealth Management and Fernwood Investment Management?
CW Advisors's acquisition of Aspire Wealth Management and Fernwood Investment Management was reported on February 3, 2025. CW Advisors, LLC, a registered investment advisor headquartered in Boston, has acquired Aspire Wealth Management, Inc. and Fernwood Investment Management, LLC. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Aspire Wealth Management and Fernwood Investment Management do?
Aspire Wealth Management, Inc., located in Waltham, Massachusetts, and Fernwood Investment Management, LLC, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. It is privately held, operating in Financial Services.
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