Bethlehem, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CW Advisors, LLC
Multi-team
Firm-wide stats for CW Advisors, LLC
About
CW Advisors, LLC is a multi‑team registered investment adviser with roughly $15 billion in assets under management that serves individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, pooled vehicles and other registered investment advisers. The firm provides wealth management and financial planning, retirement plan advisory, family‑office services for qualified clients, ongoing portfolio management, and sub‑advisory and business‑continuity services through its CW Advisor Solutions division.
CWA follows a Core‑and‑Satellite investment framework combining active, passive, strategic, quantitative and ESG strategies across global equities, fixed income and alternative asset classes, and makes use of internally managed risk‑managed series (e.g., Prime, Market, Quantitative, Strategic Market, Alpine and Clean/Green/Global series). It routinely engages third‑party managers and retains discretionary authority for many client portfolios, while also recommending and placing assets in pooled and private fund vehicles when appropriate.
The brochure highlights several features that are less common among multi‑team firms: CWA acts as adviser and manager to multiple private and pooled vehicles (including CWA‑managed funds and named vehicles such as the MJA Special Opportunities Fund and CW Strategic Real Estate Fund) and provides sub‑advisory, succession and continuity solutions (PRISM) to other independent RIAs. It also discloses an affiliation with an in‑house trust company (Premier Trust), its ownership within the Osaic/Reverence Capital group and participation on the CAIS alternative‑investment platform, and notes recent material changes such as an amendment to its wealth management fee and the removal of a minimum relationship size.
Based on CW Advisors, LLC
Expertise
Based on CW Advisors, LLC
Location
74 West Broad Street, Suite 320
Bethlehem PA 18018
Advisors at this office
3
Advisors at this office
Sarah C
CFP®
Bethlehem, PA
CW Advisors, LLC
Sarah Caine is a CFP® professional with two years of industry experience, currently with CW Advisors, LLC. She previously worked for Agili, P.C. for 22 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets across a diverse client base, including individuals, families, trusts, and institutional investors. The firm employs a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.
Marilee F
CFP®, ChFC®, Series 63, Series 65
Bethlehem, PA
CW Advisors, LLC
Marilee Falco is a financial advisor at CW Advisors, LLC with 15 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Agili, P.C. and LPL Financial. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and pension plans, offering wealth management, financial planning, retirement plan advisory, and family-office services through a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies.
Jennifer P
Series 65
Bethlehem, PA
CW Advisors, LLC
Jennifer Pieson is a financial advisor at CW Advisors, LLC with a Series 65 designation and over 20 years of industry experience. She previously worked at Agili for 21 years before joining CW Advisors in 2024. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a variety of clients, including individuals, families, trusts, estates, and organizations, offering wealth management, financial planning, retirement plan advisory, and family-office services, utilizing a Core-and-Satellite investment approach across multiple asset classes.
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