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CWM, LLC
OMAHA, NE
402-330-0808
SEC #801-72037Total AUM
$50.6B
Employees
1,416Clients
52,669Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14600 BRANCH ST.
OMAHA
NE 68154
United States
OMAHA
NE 68154
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
402-330-0808
Other Offices
165
Financials
Total AUM
$50.6B
Accounts
154,206Discretionary
$49.5B
Accounts
146,763Non-Discretionary
$1.1B
Accounts
7,443
Clients
Individual Clients
45,032AUM
$23.9B
HNW Individual Clients
7,231AUM
$21.9B
Pension/Profit Sharing Plan Clients
67AUM
$2.3B
Corporation or Business Clients
339AUM
$2.5B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.