Key facts
- CWM, LLC is a other based in OMAHA, NE.
- CWM, LLC reports $6.6M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 155344- Regulatory AUM
- $6.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1416
- Registered office
- OMAHA, NE
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CWM, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CWM, LLC's AUM?
- CWM, LLC manages approximately $6.6M in assets.