RIA Intel›Advisers›Massachusetts›CVW FINANCIAL, LLC

CVW FINANCIAL, LLC

Advisory

MA

Data as of Jul 30, 2026 · Source: SEC Form ADV

Rank in MA
#1,446
of 1,590 advisers by AUM
Average account
$199K
across 49 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
36
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

ADAPTIVE FINANCIAL SOLUTIONS INC
$10M
DREAMFIELD PLANNING GROUP, LLC
BRAINTREE, MA
$10M
MARCUS CAPITAL MANAGEMENT, INC.
BOSTON, MA
$10M
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
CONCORD, MA
$10M
-97.3% 1Y
R.A.I. FINANCIAL SERVICES, INC.
LYNNFIELD, MA
$9M
VALUE FINANCIAL SERVICES CORP.
$9M

Get the full picture on CVW FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CVW FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans