CWM, LLC

Overview

CWM, LLC is an independent registered investment adviser organized as an LLC that operates as a capital allocator serving both individual/family and institutional clients. The firm is SEC‑registered (registration year 2011) and offers financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fee arrangements include percentage‑of‑AUM, hourly and fixed fees, and other structures. CWM maintains vendor and product relationships across the broker‑dealer and insurance markets and also appears as an affiliated investment adviser in its industry footprint. The firm has been recognized in industry rankings: a Financial Times Top 300 RIA Firms listing (2020), a FA Magazine Top RIA Firms mention (2020), and repeated inclusion in Citywire’s "50 Growers Across America" list from 2020 through 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices