CWM Wealth Management, LLC
RIASEC Registered
Total AUM
$919K
Discretionary
$919K
100% of AUM
Avg account
$83.6K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 165388
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
CWM Wealth Management, LLC is a small, privately held advisory firm structured as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its client base is described as individuals and families. The firm is not positioned as a multi-state advisor, does not identify as an active ESG investor, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Craig Menninga
OwnerCRD 2577731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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