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CWM, LLC
CRD 155344 · SEC 801-72037
14600 BRANCH ST., OMAHA, NE, 68154, United States
Phone
402-330-0808
Fax
402-330-1668
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.58B
Discretionary AUM
$49.46B
Team
1416 total employees; 472 advisory reps; 248 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersSUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45032 | $23.87B |
| High net worth individuals | 7231 | $21.91B |
| Pension/profit sharing plans | 67 | $2.28B |
| Corporations/business entities | 339 | $2.52B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://twitter.com/MitlinFinancial
- https://www.facebook.com/WealthCarePartners/
- https://www.srqwealth.com/
- https://www.linkedin.com/company/retirement-planning-&-wealth-management/
- https://www.linkedin.com/company/fortis-financial-partners-llc
- https://www.facebook.com/bloomwealthadvisors
- https://www.facebook.com/FFRWealth/
- https://www.facebook.com/EQWealth/
- https://www.facebook.com/parsonswealthmgmt/
- https://twitter.com/TrimbleWealth
- https://www.tpcadvisorsla.com
- https://www.oakesonsteiner.com/
- https://www.linkedin.com/company/parsonswealthmgmt/
- https://www.facebook.com/MainStreetFLA
- https://www.zerocelsiuswealthstudio.com/
- https://twitter.com/TheOlivierGroup
- https://www.lionsgatewm.com/
- https://www.linkedin.com/company/chessman-wealth-strategies/
- https://www.facebook.com/bostonretirementgroup
- https://www.linkedin.com/company/carson-wealth-west-des-moines
- https://www.flashpointfinancialservices.com/
- https://twitter.com/LatitudeWealth
- https://www.linkedin.com/company/kanai-wealth-management-group/
- https://www.allgood-financial.com/
- https://www.platinumwealthmgmt.com/
- https://www.linkedin.com/company/two-bird-wealth-strategies
- http://twitter.com/twobirdwealth
- https://www.facebook.com/equityplanninginc/
- https://www.instagram.com/ogdenwealthllc/
- https://www.linkedin.com/company/strategic-wealth-llc/
- https://www.fcmfinancial.com
- https://bixlerfinancial.com/
- https://www.rosevestfinancial.com/
- https://www.weplanco.com/
- https://www.aptuswealthplanning.com/
- https://www.haloteyfinancial.com/
- https://www.rbvwealth.com/
- https://www.facebook.com/Drivenwealthstrategies/
- https://www.facebook.com/Strategic-Financial-Management
- https://www.bridgesprivatewealth.com/
- https://www.linkedin.com/company/carsonwealthmarquette
- https://twitter.com/CarsonResearch
- https://www.wolfmgt.com/
- https://www.linkedin.com/company/bloomwealthadvisors/
- https://www.twinpineswealth.com/
- https://www.waymakerwa.com/
- https://www.facebook.com/AllgoodFinancialAdvisory
- https://www.facebook.com/JacobWilliamAdvisory/
- https://twitter.com/OgdenWealth
- https://www.ogdenwealthllc.com/
- https://www.facebook.com/MeathWealth/
- https://www.instagram.com/mitlinfinancial/
- https://www.carsonwealth.com/
- https://twitter.com/sfm_now
- https://www.truenorth42.com/
- https://www.nwcm.com/
- https://www.harrisonwallace.com/
- https://www.linkedin.com/company/wise-counsel-wealth-management/
- https://twitter.com/CollectiveAdvrs
- https://www.jacobwilliam.com
- https://www.linkedin.com/company/the-thigpen-group/
- https://www.linkedin.com/company/carsongroupllc
- https://www.diamondwealthadvisors.com/
- https://www.yivwm.com/
- https://twitter.com/CarsonGroupLLC
- https://www.parishwealth.com/
- https://www.linkedin.com/company/wealthcare-partners/
- https://www.mainstreetfla.com/
- https://www.facebook.com/GravesFinancialGlendora
- https://twitter.com/carson_coaching
- https://jacksonwm.com/
- https://www.linkedin.com/company/carsoncoaching
- https://www.financialimpactadvisors.com
- https://twitter.com/naviguide
- https://www.tungstenwealth.com/
- https://www.wellstrecaso.com/
- https://www.facebook.com/CarsonGroup
- https://www.goldfamilywealth.com/
- https://www.collectiveadvisors.com/
- https://www.facebook.com/premierwmg/
- https://www.facebook.com/ButterworthFinancialTulsa/
- https://www.facebook.com/NaviguideWealth/
- https://www.linkedin.com/company/driven-wealth-strategies/
- https://www.instagram.com/goldfamilywealth/
- https://www.geistfamilywealth.com
- https://www.waterstonewealth.com/
- https://www.linkedin.com/in/waymaker-wealth-advisors
- https://www.linkedin.com/company/parsonswealthmanagement/
- https://www.lundwealth.com/
- https://www.facebook.com/carsonwealth/
- https://www.facebook.com/HeritageFinancialPartnersWI/
- https://www.facebook.com/LundWealthManagement
- https://www.linkedin.com/company/aptus-wealth-planning/
- https://www.facebook.com/wellstrecaso/
- https://www.shilanski.com/
- https://www.wealthcare.us/
- https://twitter.com/StonebridgeFP
- https://www.linkedin.com/company/meikle-financial-group/
- https://twitter.com/Valoremsays
- https://www.facebook.com/chessmanwealthstrategies/
- https://twitter.com/WaymakerWealth
- https://www.latitudewealth.com/
- https://www.linkedin.com/company/financial-independence-planning-llc/
- https://www.linkedin.com/company/signalwealth/
- https://www.linkedin.com/company/waterstonewealth/
- https://www.linkedin.com/company/premier-wealth-management-group1/
- https://www.linkedin.com/company/armstrong-purselley-wealth-management-group/
- https://www.facebook.com/StonebridgeFP/
- https://www.cultivatewealth.com/
- https://www.canistillretire.com/
- https://twitter.com/DrivenWealth
- https://twitter.com/BmyWealth
- https://www.sweetfinancial.com/
- https://www.linkedin.com/company/cultivate-wealth/
- https://www.facebook.com/theoliviergroup/
- https://www.ourclaritywealth.com/
- https://www.carsongroup.com/
- https://www.averywealth.com/
- https://www.shilanski.com/
- https://twitter.com/CarsonWealth
- https://www.facebook.com/WiseCounselWealth/
- https://www.linkedin.com/company/srq-wealth-management/
- https://www.facebook.com/morganwealth7/
- https://www.facebook.com/parishwealth/
- https://twitter.com/gravesfinancial
- https://www.facebook.com/sweetfinancial
- https://www.oliviergroup.com/
- https://www.linkedin.com/company/lund-wealth-management/
- https://www.butterworthfinancial.com/
- https://twitter.com/WaterStonePWM
- https://www.afpmoneyguys.com/
- https://www.instagram.com/valoremfinancial/
- https://bixlerfinancial.com/
- https://www.mammoth.financial/investment-management/
- https://twitter.com/MeikleFinancial
- https://www.linkedin.com/company/gold-family-wealth/
- https://twitter.com/WiseCounselWM
- https://www.linkedin.com/company/bmy-wealth-management/
- https://twitter.com/Cultiv8Wealth
- https://www.myfipadvisor.com/
- https://www.premierwmg.com/
- https://www.bloomwealthadvisors.com/
- https://www.linkedin.com/company/cadwell-wealth/
- https://www.hirstfip.com/
- https://www.facebook.com/PinnacleWealthSD/
- https://twitter.com/MeathWealth
- https://www.buckleyinvestments.com/
- https://www.barringtonwealthmanagement.com/
- https://www.morganwm.com/
- https://www.fmiwealth.com/
- https://www.instagram.com/carson_wealth/
- https://www.aamllc.com/
- https://www.rpwmadvisors.com/
- https://www.facebook.com/strategicfinancialmanagement/
- https://www.armstrongpurselley.com/
- https://www.facebook.com/carsonwealthmarquette
- https://www.gertsema.net/
- https://www.instagram.com/waymakerwealthadvisors/
- https://www.trimblewealth.com
- https://www.chessmanwealth.com/
- https://www.linkedin.com/company/collectiveadvisors/
- https://www.instagram.com/twobirdwealth/
- https://www.melerine.com/
- https://twitter.com/HeritageFinPart
- https://www.bmywealthmgmt.com/
- https://twitter.com/GraniteWealth
- https://www.facebook.com/people/Waymaker-Wealth-Advisors
- https://www.instagram.com/carson_group/
- https://www.myfortisfp.com/
- https://www.drivenwealthstrategies.com/
- https://www.facebook.com/mitlinfinancial
- https://www.meiklegroup.com/
- https://twitter.com/GoldFamilyWlth
- https://www.facebook.com/AAMLLC
- https://www.linkedin.com/company/sweetfinancial
- https://www.linkedin.com/company/main-street-fin-life-advisors-llc/
- https://www.facebook.com/AbundantLifeFinancialLLC
- https://www.flashpointfinancialservices.com/
- https://www.entiretyfinancial.com/
- https://www.facebook.com/Valorem-Financial
- https://www.artofwealthmgmt.com
- https://www.shanehallfinancial.com/
- https://twitter.com/PinWealthSD
- https://www.stonewayfinancial.com/
- https://www.hoffmeyerwealth.com/
- https://www.facebook.com/FlashpointFinancialServices
- https://www.linkedin.com/company/mammothfinancial
- https://www.myfipadvisor.com/
- https://www.facebook.com/people/Financial-Independence-Planning-LLC
- https://www.facebook.com/The-Thigpen-Group
- https://www.familywmg.com/
- https://www.twobirdwealth.com/
- https://www.barneswealth.com/
- https://www.gravesfinancial.com/
- https://www.linkedin.com/company/heritage-financial-partners-llc/
- https://www.thethigpengroup.com/
- https://www.linkedin.com/company/the-managed-assets-group-llc/
- https://www.linkedin.com/showcase/mitlinmoneymindset/
- https://www.granitews.com/
- https://www.facebook.com/WaterstonePrivateWealthManagement/
- https://www.linkedin.com/company/ogden-wealth-llc/
- https://www.linkedin.com/company/wealthmanagement-inc/
- https://www.instagram.com/granite_wealth/
- https://www.facebook.com/people/Pesta-and-Pesta
- https://www.kanaiwealth.com/
- https://www.facebook.com/people/Two-Bird-Wealth-Strategies
- https://www.linkedin.com/company/jacob-william-advisory
- https://www.linkedin.com/company/the-retirement-planning-concierge/
- https://twitter.com/Lundwealth2
- https://www.linkedin.com/company/latitudewealth/
- https://www.linkedin.com/company/applied-financial-planning-inc/
- https://www.linkedin.com/company/retirement-extender%C2%AE/
- https://www.heritagefinancialllc.com/
- https://www.linkedin.com/company/the-olivier-group
- https://www.crescentfa.com/
- https://www.facebook.com/Meikle-Financial-Group
- https://www.facebook.com/Waymaker-Wealth-Advisors
- https://www.facebook.com/RetirementPlanningWealthManagement/
- https://www.facebook.com/DorhoutRetirementServices
- https://www.facebook.com/randallandpobar
- https://www.facebook.com/goldfamilywealth
- https://www.linkedin.com/company/pinnacle-wealth-management---sd/
- https://www.linkedin.com/company/valorem-financial/
- https://www.facebook.com/platinumwealthmgmt
- https://www.linkedin.com/company/stoneway-financial-llc/
- https://www.silverhawkfinancial.com/
- https://www.magwealth.com/
- https://www.valoremfinancial.com/
- https://www.linkedin.com/company/gertsemawealth/
- https://www.facebook.com/latitudewealth/
- https://www.hollarwealth.com/
- https://www.facebook.com/AbbsAdvisors
- https://twitter.com/gertsemawealth
- https://www.facebook.com/bmywealthmanagementgroup/
- https://twitter.com/TeamFFR
- https://www.myfortisfp.com
- https://www.linkedin.com/company/mitlinfinancial/
- https://www.ffrwealthteam.com/
- https://www.wisecounselwealth.com/
- https://www.lotusbridgewealth.com/
- http://twitter.com/RBVWealth
- https://twitter.com/SRQwealth
- https://www.bostonretirementgroup.com/
- https://www.linkedin.com/company/art-of-wealth-management
- https://www.equityplanning.com/
- https://www.facebook.com/FaronDaugsHWFG/
- https://www.linkedin.com/company/strategic-financial-management/
- https://www.linkedin.com/company/hal-otey-financial/
- https://www.facebook.com/OgdenWealth/
- https://twitter.com/MainStFLA
- https://www.pinnaclewealth.com/
- https://www.artofwealthmgmt.com/
- https://www.linkedin.com/company/carson-wealth-management-group
- https://www.bainwealthmanagement.com/
- https://www.facebook.com/CollectiveAdvisors
- https://twitter.com/WealthCareIndy
- https://www.linkedin.com/company/rosevest-financial/
- https://www.linkedin.com/company/financial-impact-advisors/
- https://www.facebook.com/srqwealthmanagement/
- https://www.linkedin.com/company/graves-financial-wealth-management/
- https://www.aspireplans.com
- https://www.facebook.com/wealthstandardfinancial
- https://www.mitlinfinancial.com/
- https://twitter.com/MitlinMoney
- https://www.facebook.com/EntiretyFinancial/#
- https://www.linkedin.com/company/meath-wealth-advisors/
- https://www.parsonswealthmgmt.com/
- https://www.linkedin.com/in/entirety
- https://www.blueprint-wealth.com/
- https://www.srqwealth.com/
- https://www.advancedretirementstrategies.com/
- https://www.linkedin.com/in/jamesfetters/
- https://www.facebook.com/hirstfip
- https://www.facebook.com/haloteyfinancial/
- https://www.sfmnow.com/
- https://www.facebook.com/granitewealth/
- https://www.pestaandpesta.com/
Official SEC filing: View on IAPD