On March 25, 2025, CW Advisors announced that it acquired Delta Financial Group and Leathe & Associates.
CW Advisors (“CWA”) announced, on March 25, 2025, that it acquired Delta Financial Group, Inc. (“Delta”) and Leathe & Associates, LLC (“Leathe”). Under the terms of the transactions, Delta and Leathe will adopt the CWA name. Further terms of the transactions were not disclosed.
CWA, based in Boston, is a registered investment advisor that offers investment management and financial planning services. CWA has approximately $12 billion in assets under management.
Delta, based in Basking Ridge, New Jersey, is a fee-only registered investment advisor offering retirement planning, tax and estate planning, college tuition, and risk management services. Delta has approximately $1.3 billion in assets under management.
Leathe, based in Eliot, Maine, is a registered investment advisor offering personalized investment services. As of October 2024, Leathe had approximately $122.8 million in regulatory assets under management.
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