Cwm, LLC

Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $26,774,389,503 in 110,327 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
14600 Branch St., Omaha, NE 68154
https://www.linkedin.com/company/graves-financial-wealth-management/
By the Numbers
  • Total Assets Under Management
    26,774
    MILLION
  • Total Number of Accounts
    110,327
    ACCOUNTS
  • Average Account Value
    $242,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Cwm, LLC
Showing 1 - 10 of 431 top financial advisors.
1
Brian Aamlid, financial advisor Sioux Falls SD
Brian N. Aamlid
CRD#: 6868599
612 E Tan Tara Cir #100, Sioux Falls, SD 57108

Brian Aamlid (CRD# 6868599) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 6 years of experience in the finance industry.

2
David Abbs, financial advisor Saginaw MI
David J. Abbs
CRD#: 1031068
3772 Fashion Square Boulevard, Saginaw, MI 48603

David Abbs (CRD# 1031068) is an Investment Advisor Representative working at Cwm, LLC in Saginaw, MI and has over 42 years of experience in the finance industry.

3
Christopher Adams, financial advisor Baton Rouge LA
Christopher M. Adams
CRD#: 2588417
4609 Bluebonnet Blvd., Suite A, Baton Rouge, LA 70809

Christopher Adams (CRD# 2588417) is an Investment Advisor Representative working at Cwm, LLC in Baton Rouge, LA and has over 29 years of experience in the finance industry.

4
Daniel Adams, financial advisor Kennewick WA
Daniel H. Adams
CRD#: 4524182
7117 West Hood Place, Suite 120, Kennewick, WA 99336

Daniel Adams (CRD# 4524182) is an Investment Advisor Representative working at Cwm, LLC in Kennewick, WA and has over 22 years of experience in the finance industry.

5
Rebecca Albers, financial advisor Omaha NE
Rebecca J. Albers
CRD#: 2392486
14600 Branch St., Omaha, NE 68154

Rebecca Albers (CRD# 2392486) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 13 years of experience in the finance industry.

6
Neal Albritton, financial advisor Omaha NE
Neal M. Albritton
CRD#: 4707408
14600 Branch St., Omaha, NE 68154

Neal Albritton (CRD# 4707408) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

7
Mohamed Ali, financial advisor Quincy IL
Mohamed S. Ali
CRD#: 4412949
1890 Maine St, Quincy, IL 62301

Mohamed Ali (CRD# 4412949) is an Investment Advisor Representative working at Cwm, LLC in Quincy, IL and has over 12 years of experience in the finance industry.

8
Carlas Allgood, financial advisor Watkinsville GA
Carlas B. Allgood
CRD#: 1247696
1361 Jennings Mill Road Suite 420, Watkinsville, GA 30677

Carlas Allgood (CRD# 1247696) is an Investment Advisor Representative working at Cwm, LLC in Watkinsville, GA and has over 40 years of experience in the finance industry.

9
Matthew Alspaugh, financial advisor Indianapolis IN
Matthew J. Alspaugh
CRD#: 6403281
9201 Rockville Rd, Indianapolis, IN 46231

Matthew Alspaugh (CRD# 6403281) is an Investment Advisor Representative working at Cwm, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.

10
Craig Anderson, financial advisor Omaha NE
Craig C. Anderson
CRD#: 4693896
14600 Branch St., Omaha, NE 68154

Craig Anderson (CRD# 4693896) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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