CW Advisors (CWA), a Boston-based registered investment adviser, has acquired Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors. The Peddock transaction also included the acquisition of Peddock Tax Services, 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, Calif., and Braintree, Mass., further strengthen the firm’s presence on both coasts.
Following these acquisitions, CWA operates 30 offices nationwide and oversees more than $19.7 billion in assets under management.
