Overview
- Headquarters
- Omaha, NE
- Total Firm Assets
- $50.6 billion
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: CWM, LLC ADV PART 2A (2026-09-09)
· View brochure text
Latest filing: CWM, LLC APPENDIX WRAP PROGRAM (2026-09-09)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 2.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $25,000 | 2.50% |
| $5 million | $125,000 | 2.50% |
| $10 million | $250,000 | 2.50% |
| $50 million | $1,250,000 | 2.50% |
| $100 million | $2,500,000 | 2.50% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 43.31%
- Number of High-Net-Worth Clients
- 7,231
- Total Client Accounts
- 154,206
- Discretionary Accounts
- 146,763
- Non-Discretionary Accounts
- 7,443
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 155344
- CWM, LLC ADV PART 2A (2026-09-09) (fee schedule source) · View brochure text
- CWM, LLC APPENDIX WRAP PROGRAM (2026-09-09) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗