CWM WEALTH MANAGEMENT, LLC

CWM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 165388). Regulatory assets under management: $919K.

Registration

• CRD: 165388
• Type: Registered investment adviser
• Phone: 2196806701
• Latest filing: 2026-02-16
• Regulatory AUM: $919K
• Discretionary AUM: $919K
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165388 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search