CWM ADVISORY, LLC

CWM ADVISORY, LLC of OCEAN PINES, MD is an SEC-registered investment adviser (CRD 299923). Regulatory assets under management: $101.0M.

Registration

• CRD: 299923
• SEC file number: 801-135493
• Type: Registered investment adviser
• Location: 11202 RACETRACK ROAD, STE 102, OCEAN PINES, MD, 21811
• Phone: (410) 208-1091
• Latest filing: 2026-06-23
• Regulatory AUM: $101.0M
• Discretionary AUM: $100.1M
• Non-discretionary AUM: $843K
• Clients: 6
• Accounts: 559

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search