CWM PARTNERS, LLC

CWM PARTNERS, LLC is an SEC-registered investment adviser (CRD 299857). Regulatory assets under management: $59.8M.

Registration

• CRD: 299857
• SEC file number: 801-114490
• Type: Registered investment adviser
• Phone: (646) 546-5275
• Latest filing: 2026-03-24
• Regulatory AUM: $59.8M
• Discretionary AUM: $1.8M
• Non-discretionary AUM: $58.1M
• Clients: 3
• Accounts: 15

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search