Acquisition · Activity not yet classified
MainLine Private Wealth LLC
Transaction overview
Reported completed
Exact closing date not established.
CW Advisors, then known as Congress Wealth Management, reported completing its transaction with MainLine Private Wealth LLC.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Congress Acquires MainLine Private Wealth - CW Advisors ↗
CW Advisors · Published Sep 28, 2023
CW Advisors, then known as Congress Wealth Management, reported completing its transaction with MainLine Private Wealth LLC.
- Congress Wealth Management is now CW Advisors ↗
CW Advisors · Published Jan 10, 2024
Documents the change of name from Congress Wealth Management to CW Advisors.