CWM Wealth Management, LLC

Overview

CWM Wealth Management, LLC is a small, single-office RIA that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and favors a straightforward equity-centric approach: exchange-traded equities are the dominant allocation. The practice appears to be owner-operated and oriented toward a compact client base rather than institutional or multi-state advisory relationships. CWM is not positioned as an active ESG investor, nor does it serve as a pension consultant or related adviser. Given the scale of assets and account counts, the firm likely emphasizes personalized portfolio construction, tax-aware trading and hands-on client service rather than large-scale model-driven platform strategies. The small number of clients and concentrated equity exposure imply that manager selection and position sizing are key drivers of outcomes for its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices