14600 Branch St.
Omaha, Nebraska 68154
Tel: 402-330-0808
CWM, LLC, formally registered with the SEC as CWM, LLC. The firm was established in 01/03/2011. They have over 166 offices throughout the country.
CWM, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $26,774,389,503 assets under management, offering retirement planning & investment advisory services to 110327 clients. The firm is staffed with 1111 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 155344 |
SEC# | 801-72037 |
Assets Managed by Firm | $26,774,389,503 |
No. of Clients | 110327 |
No. of Advisors | 1111 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 110327 | $26,774,389,503 |
Individuals (other than high net worth individuals) | 31916 | $8,268,302,377 |
High net worth individuals | 7275 | $15,561,032,882 |
Pension and profit sharing plans | 46 | $1,197,645,033 |
Corporations or other businesses | 464 | $1,747,409,211 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,844,463,960 | 299169 | 404 | |
$24,871,650,720 | 1982 | 50 | |
$10,289,301,520 | 39033 | 545 | |
$9,882,583,283 | 2646 | 76 | |
$6,947,119,840 | 20381 | 255 |
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