On June 2, 2026, CW Advisors announced its acquisition of Catalina Capital Group.
CW Advisors (“CWA”) announced, on June 2, 2026, its acquisition of Catalina Capital Group (“Catalina”). Catalina will continue to operate out of its California office. Further terms of the transaction were not disclosed.
CWA, based in Boston, Massachusetts, is a registered investment advisor offering wealth and asset management services. CWA has approximately $16 billion in assets under management.
Catalina, based in Torrance, California, is a fee-only registered investment advisor offering investment and wealth management services. Catalina has approximately $655 million in assets under management. Boardwalk Financial Partners, served as M&A consultant on the transaction.
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