Wealth Manager
    SEC Registered
    Manages Private Funds

    Cwm, LLC

    Registered investment advisor · Omaha, Nebraska · CRD #155344

    Assets Under Management
    $50.6B
    Client Accounts
    154,206
    Employees
    1,416
    CRD Number
    155344
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cwm, LLC

    CWM, LLC is an SEC-registered investment advisor offering asset management and financial planning services. Fees vary based on account size and services requested. They also provide retainers for financial planning.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cwm, LLC

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    Frequently Asked Questions

    What is Cwm, LLC's AUM?

    Cwm, LLC reports approximately $50.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cwm, LLC headquartered?

    Cwm, LLC is headquartered in Omaha, Nebraska.

    What is Cwm, LLC's CRD number?

    Cwm, LLC's CRD number is 155344. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cwm, LLC manage?

    Cwm, LLC manages approximately 154,206 client accounts according to its latest SEC filing.

    Is Cwm, LLC SEC registered?

    Yes, Cwm, LLC is registered with the SEC as an investment adviser with an approved registration status.

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