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).
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Total Assets Under Management26,774MILLION
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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
Rachel Barker (CRD# 6652024) is an Investment Advisor Representative working at Cwm, LLC in Boston, MA and has over 7 years of experience in the finance industry.
Janet Barrett (CRD# 4614111) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 15 years of experience in the finance industry.
Micoli Bates (CRD# 4510054) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 7 years of experience in the finance industry.
David Bean (CRD# 7072837) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Eric Beeler (CRD# 6911840) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
Victor Bell (CRD# 2599848) is an Investment Advisor Representative working at Cwm, LLC in Canonsburg, PA and has over 28 years of experience in the finance industry.
Benjamin Bender (CRD# 4675927) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has over 20 years of experience in the finance industry.
Brennen Bergdahl (CRD# 6515639) is an Investment Advisor Representative working at Cwm, LLC in Cando, ND and has over 8 years of experience in the finance industry.
Marcelo Bernardo (CRD# 2248872) is an Investment Advisor Representative working at Cwm, LLC in Irvine, CA and has over 31 years of experience in the finance industry.
Solomon Berry (CRD# 6154908) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 10 years of experience in the finance industry.