Acquiring Company
CW Advisors
Acquired Company
Yosemite Capital Management Threadgill Financial Peddock Capital Advisors
BostonFinancial ServicesFinanceFinancial ServicesFinanceLendingDescription
CW Advisors has completed three acquisitions of Yosemite Capital Management, Threadgill Financial, and Peddock Capital Advisors. The deals expand its national presence to 30 offices and more than $19.7 billion in assets under management, including first Texas locations. The Peddock acquisition also adds Peddock Tax Services.
Quick answer
CW Advisors is acquiring Yosemite Capital Management Threadgill Financial Peddock Capital Advisors, announced November 14, 2026. CW Advisors is based in Boston, Massachusetts, United States.
- How much did CW Advisors pay for Yosemite Capital Management Threadgill Financial Peddock Capital Advisors?
- 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 Yosemite Capital Management Threadgill Financial Peddock Capital Advisors 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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Fundz sees it the moment CW Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Yosemite Capital Management Threadgill Financial Peddock Capital Advisors?
Yosemite Capital Management Threadgill Financial Peddock Capital Advisors was acquired by CW Advisors, based in Boston. The deal was reported on November 14, 2026. 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 Yosemite Capital Management Threadgill Financial Peddock Capital Advisors?
CW Advisors's acquisition of Yosemite Capital Management Threadgill Financial Peddock Capital Advisors was reported on November 14, 2026. CW Advisors has completed three acquisitions of Yosemite Capital Management, Threadgill Financial, and Peddock Capital Advisors. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Yosemite Capital Management Threadgill Financial Peddock Capital Advisors do?
Yosemite Capital Management, Threadgill Financial, and Peddock Capital Advisors are wealth management and advisory businesses with offices in California, Texas, and Massachusetts. It is privately held, operating in Financial Services.
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