Overview
Assets Under Management: $101 million
Headquarters: OCEAN PINES, MD
High-Net-Worth Clients: 34
Average Client Assets: $1.8 million
Frequently Asked Questions
CWM ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299923), CWM ADVISORY, LLC is subject to fiduciary duty under federal law.
CWM ADVISORY, LLC is headquartered in OCEAN PINES, MD.
CWM ADVISORY, LLC serves 34 high-net-worth clients according to their SEC filing dated April 29, 2026. View client details ↓
According to their SEC Form ADV, CWM ADVISORY, LLC offers financial planning, pension consulting services, and selection of other advisors. View all service details ↓
CWM ADVISORY, LLC manages $101 million in client assets according to their SEC filing dated April 29, 2026.
According to their SEC Form ADV, CWM ADVISORY, LLC serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.28%
Average Client Assets: $1.8 million
Total Client Accounts: 559
Discretionary Accounts: 552
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 299923
Filing ID: 2100048
Last Filing Date: 2026-04-29 11:39:01