CWM, LLC

OMAHA, Nebraska·6 registered advisors·CRD# 155344
SEC# 801-72037165402-330-0808
01

Firm Overview

AUM
$26.8B
Regulatory assets under management
Employees
1111
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CWM, LLC

6 registered advisors
Aaron Eugene Schaben
OMAHA, Nebraska
Bradley Scott Grubb
OMAHA, Nebraska
Daniel P Tobin
OMAHA, Nebraska
Paul Michael West
OMAHA, Nebraska
Robert Eugene Moore
OMAHA, Nebraska
Teri Sue Shepherd
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
6 advisors

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Data sourced from SEC Form ADV filings. CWM, LLC (CRD# 155344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.