CWM, LLC

Overview

CWM, LLC is an independent, SEC-registered registered investment adviser (registered in 2011) organized as a limited liability company. The firm serves both individual/family and institutional clients and acts as a capital allocator, sourcing third‑party managers for alternative strategies. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are mixed — percentage of AUM, hourly, fixed fees and other structures are used across client relationships. The firm does not position itself as an active ESG investor. The firm has received several industry recognitions: placement in the Financial Times’ Top 300 RIA Firms (2020), a Top RIA Firms mention in FA Magazine (2020), and inclusion in Citywire’s "50 Growers Across America" lists from 2020 through 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices