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CWM, LLC

14600 Branch St.
Omaha, Nebraska 68154
Tel: 402-330-0808

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About CWM, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#155344
SEC#801-72037
Assets Managed by Firm$26,774,389,503
No. of Clients110327
No. of Advisors1111

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS)

Firm Client Information

No. of ClientsAUM
Firm Total110327$26,774,389,503
Individuals (other than high net worth individuals)31916$8,268,302,377
High net worth individuals7275$15,561,032,882
Pension and profit sharing plans46$1,197,645,033
Corporations or other businesses464$1,747,409,211

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