April L. Turch

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CRD#: 3233895

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

April Lynn Krauz Turch, who also goes by April Lynn Krauz, April Lynn Turch, April Lynn Krauz Turch, was a registered financial professional .

April is a previously registered financial professional and started their career in finance in 2005. April had worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

April Lynn Krauz | April Lynn Turch | April Lynn Krauz Turch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1.) NAME OF OBA: BUSINESS COACHING SERVICE; ADDRESS OF OBA: WARRENTON, VA 20186; NATURE: MEDIA; INVESTMENT RELATED: NO; TITLE WITH OBA: FRACTIONAL COO; DUTIES: PROVIDE PRO-BONO BUSINESS PLANNING AND STRATEGIC ADVICE TO COACHING BUSINESSES; START DATE: JANUARY 2024; APPROX. NUMBER OF HOURS/MONTH: 20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (2.) NAME OF OBA: FINANCIAL WELLNESS/COACHING; ADDRESS OF OBA: WARRENTON, VA 20186; NATURE: MEDIA; INVESTMENT RELATED: NO; TITLE WITH OBA: FINANCIAL WELLNESS COACH/TRAINER; DUTIES: PART OF FINANCIAL TRANSITIONS INSTITUTE PROGRAM AND TRAINING - PROVIDE FINANCIAL WELLNESS COACHING; START DATE: JANUARY 2025; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (3.) NAME OF OBA: WEALTH HARMONY PODCAST; ADDRESS OF OBA: FAIRFAX, VA 22033; NATURE: MEDIA; INVESTMENT RELATED: NO; TITLE WITH OBA: HOST AND CONTENT CREATOR; DUTIES: VIRTUAL PODCAST HOSTING AND CONTENT CREATION; START DATE: JANUARY 2024; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 1, 2025 - July 16, 2025

CW ADVISORS, LLC

RIA

CRD#: 310873

Fairfax, VA

Past

September 1, 2015 - May 2, 2025

WOLF GROUP CAPITAL ADVISORS

RIA

CRD#: 111647

FAIRFAX, VA

Past

December 10, 2012 - July 10, 2015

FOCUS WEALTH MANAGEMENT, LTD.

RIA

CRD#: 116836

MIDDLEBURG, VA

Past

November 17, 2005 - January 12, 2007

BALLENTINE FINN & CO INC

RIA

CRD#: 108853

WOLFEBORO, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/6/2012

Uniform Investment Adviser Law Examination

Current Firm

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 Approved)

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Contact information

Main Address

155 Seaport Blvd 3rd Floor, Boston, MA 02210

Mailing Address

Phone number

(617) 428-7600

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CW ADVISORS WRAP FEE PROGRAM (9/9/2025)

CW ADVISORS ADV PART 2A (9/9/2025)

Regulatory assets under management

Total Number of Accounts	12,836
AUM (Assets Under Management)	$ 9,301,984,860

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
07/02/2024	Cover Page	Report
09/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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April L. Turch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CW ADVISORS, LLC

WOLF GROUP CAPITAL ADVISORS

FOCUS WEALTH MANAGEMENT, LTD.

BALLENTINE FINN & CO INC

Primary Firm SEC Registration

CW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2012

Current Firm

CW ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CW ADVISORS, LLC

TRUST BUT VERIFY

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