TrueAdvisor
TrueAdvisor
MJ
CFP
MJ
CFP

Mary Johnson

Cwm, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Cwm, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee

Location

Bellevue, WA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cwm, LLC
June 2023 - Present · 2 yrs 8 mos
Northwest Capital Management INC.
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Parcion Private Wealth LLC
May 2020 - November 2021 · 1 yr 6 mos
UBS Financial Services INC.
August 2019 - November 2019 · 3 mos
UBS Financial Services INC.Broker
August 2019 - November 2019 · 3 mos
Charles Schwab & CO., INC.
July 2016 - August 2019 · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
June 2016 - August 2019 · 3 yrs 2 mos
State Registrations3 states
ORTNWA
Advisor
Exams
No exam information available for this advisor.