CWM, LLC

Overview

CWM, LLC is an independent registered investment adviser that acts as a capital allocator for individuals, families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. CWM identifies as a capital allocator that uses third‑party managers for parts of its program and reports relationships with broker‑dealers and insurance firms as industry affiliations. CWM is SEC‑registered (since 2011) and was recognized in multiple industry lists: it appeared in Financial Times’ Top 300 RIA firms (2020), in FA Magazine’s Top RIA firms (2020), and was repeatedly named to Citywire’s “50 Growers Across America” lists from 2020 through 2025. The firm does not report itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices