CWM Partners, LLC

Overview

CWM Partners, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services, signaling a mix of direct advisory work and outsourced manager selection. Its fee model combines percentage-of-AUM charges with fixed fees. Investment activity centers on pooled public funds and third‑party managers. The firm is not an active ESG investor and does not position itself as a multi‑state adviser. With most assets held in non‑discretionary arrangements, CWM Partners appears to service clients who retain final investment decisions while relying on the firm for planning, portfolio construction guidance and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices