Cwm, LLC
Assets Under Management
$33.8B
Number of Clients
43,706
Number of Advisors
588
Average Client AUM
$773K
AUM per Advisor
$57.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CWM, LLC manages investment portfolios and provides financial planning services. They offer personalized strategies based on client needs and objectives. Services are delivered through investment adviser representatives who can negotiate fees. CWM also offers sub-advisory services to other RIAs and retirement plan services.
Fee Structure
Minimum Investment:$50K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
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Location
14600 Branch St., Omaha, NE, 68154
588 Advisors at this firm
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