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David Alan Locher

Cw Advisors, LLC

New Hope, PA

Boston, MA

CRD 872960

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Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-01
  • PA RA
    APPROVED
    Since 2025-08-01

Branch Locations

121 Old York Road, New Hope, PA 18938 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cms Wealth Management New Hope PA 08/2010 07/2025
Cw Advisors, Llc New Hope PA 08/2025 Present
  • 08/2010 → 07/2025
    Cms Wealth Management
    New Hope, PA
  • 08/2025 → Present
    Cw Advisors, Llc
    New Hope, PA
Previous Registrations
  • 2010-08-12 → 2025-08-06
    Cms Wealth Management
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-11
S63 Uniform Securities Agent State Law Examination 1979-11-08
  • S65 Uniform Investment Adviser Law Examination
    2010-08-11
  • S63 Uniform Securities Agent State Law Examination
    1979-11-08

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
ORCHESTRA MEDICAL VENTURES, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

JAGRUTI D PANWALA
ARTI K SHAH
CHRISTOPHER EARL LINDENTHAL

Nearby Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA

More in New Hope, PA

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