CW Advisors, a registered investment advisor, to acquire Agili, in a deal that adds $1.2 billion of assets under management to CWA.
Agili will adopt the CWA name and brand, and each of its offices in Richmond, Va., and Bethlehem, Pa., will remain open.
Since 1993, Agili has served high-net-worth individuals and families throughout the country.
CWA has 11 offices across the country, 113 employees and more than $10 billion of assets under management, following the addition of Agili. Michael Joyce, CFA, CFP, Agili
