CWM Advisory, LLC

Overview

CWM Advisory, LLC is an independent, individual-owned limited liability company that operates as a registered investment adviser. The firm became SEC-registered in 2026 and identifies as a capital allocator that serves both individual & family and institutional clients. Its advisory offering centers on financial planning, selection of other advisers and pension consulting services; the snapshot indicates pension consulting is a listed activity even though the firm is not flagged as a pension consultant in regulatory classifications. Fee arrangements combine a percentage-of-assets model with fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices