Osaic Financial Services, Inc.
Sold StockholderCw Advisors, LLC
About Osaic Financial Services, Inc.
Osaic Financial Services, Inc. is listed as Sold Stockholder at Cw Advisors, LLC in Boston, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Cw Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Osaic Financial Services, Inc. work?
Osaic Financial Services, Inc. is listed as Sold Stockholder at Cw Advisors, LLC on SEC Form ADV.
How much of Cw Advisors, LLC does Osaic Financial Services, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.
Cw Advisors, LLC
| Title | Sold Stockholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |