Cwm, LLC
Omaha, NE·SEC-registered · CRD #155344
Cwm, LLC is an SEC-registered investment advisory firm in Omaha, NE managing $51B across 162k client accounts, with 472 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$51B
Client accounts
162k
Advisory staff
472
Fee model
Fee-based
How Cwm, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cwm, LLC
How much does Cwm, LLC manage?
Per its most recent SEC Form ADV filing (06/23/2026), Cwm, LLC reports $51B in regulatory assets under management across roughly 162k client accounts.
How does Cwm, LLC charge?
Cwm, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cwm, LLC a fiduciary?
Yes. Cwm, LLC is registered with the U.S. Securities and Exchange Commission (CRD #155344), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cwm, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cwm, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cwm, LLC's public SEC Form ADV filing (CRD #155344, filed 06/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cwm, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cwm, LLC? Claim this profile.