Cwm Partners, LLC

Cwm Partners, LLC (CRD# 299857) is a financial advisory firm headquartered in , . They manage $62,388,548 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.cwm-partners.com/
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $2,399,560
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

NY

Financial Advisors at Cwm Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mariluz Nunez, financial advisor New York NY
Mariluz Nunez
CRD#: 6430070
New York, NY

Mariluz Nunez (CRD# 6430070) is an Investment Advisor Representative working at Cwm Partners, LLC in New York, NY and has over 9 years of experience in the finance industry.

2
Michael Warszawski, financial advisor New York NY
Michael Warszawski
CRD#: 4594103
New York, NY

Michael Warszawski (CRD# 4594103) is an Investment Advisor Representative working at Cwm Partners, LLC in New York, NY and has over 20 years of experience in the finance industry.

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.

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